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Kimball E Gwilliam

Watts Gwilliam & Company, LLC

Gilbert, AZ

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Current Employers
Watts Gwilliam & Company, Llc

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-10-18
  • AZ RA
    APPROVED
    Since 2023-10-18

Branch Locations

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dairy Queen Queen Creek AZ 03/2017 05/2019
Church Of Jesus Christ Of Latter Day Saints Columbia SC 08/2019 08/2021
Welink Pheonix AZ 09/2021 03/2022
Arizona Patient Transport Mesa AZ 03/2022 10/2022
Watts Gwilliam & Company Gilbert AZ 10/2022 Present
Full-Time Education Queen Creek AZ 01/2010 05/2019
  • 03/2017 → 05/2019
    Dairy Queen
    Queen Creek, AZ
  • 08/2019 → 08/2021
    Church Of Jesus Christ Of Latter Day Saints
    Columbia, SC
  • 09/2021 → 03/2022
    Welink
    Pheonix, AZ
  • 03/2022 → 10/2022
    Arizona Patient Transport
    Mesa, AZ
  • 10/2022 → Present
    Watts Gwilliam & Company
    Gilbert, AZ
  • 01/2010 → 05/2019
    Full-Time Education
    Queen Creek, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-28
  • S65 Uniform Investment Adviser Law Examination
    2023-09-28

View on SEC IAPD

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Other Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Benjamin Cooper
DANIEL BRADFORD GWILLIAM
JEFFREY STEPHEN WATTS
JONATHAN MARK VEST
JEFFREY ALLEN FRYER
Zhenhua Yuan

Other Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ
EDWARD JONES · GILBERT, AZ
MONEY CONCEPTS CAPITAL CORP · GILBERT, AZ
BRIGHTGUIDE FINANCIAL · GILBERT, AZ
KINGSLEY WEALTH PARTNERS, INC. · GILBERT, AZ
VM JONES FINANCIAL CONSULTING, L.L.C. · GILBERT, AZ

More in Gilbert, AZ

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