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Kimberlea Kay Archer

Checchi Capital Advisers, LLC

Beverly Hills, CA

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Current Employers
Checchi Capital Advisers, Llc

9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-29
  • CA RA
    APPROVED
    Since 2025-04-29

Branch Locations

9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • 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
Bny Mellon Los Angeles CA 03/2010 02/2024
Checchi Capital Advisers, Llc Beverly Hills CA 02/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-24
S66 Uniform Combined State Law Examination 2009-10-28
S63 Uniform Securities Agent State Law Examination 2003-05-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-24
  • S66 Uniform Combined State Law Examination
    2009-10-28
  • S63 Uniform Securities Agent State Law Examination
    2003-05-17
Other Names
  • Kim Archer
  • Kimberlea K Angulo
  • Kimberlea Kay Archer
  • Kimberlea Kay Archer

View on SEC IAPD

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