Kim M. Bolden
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kim Marie Bolden, who also goes by Kim Marie Saborski, was a registered financial professional .
Kim is a previously registered financial professional and started their career in finance in 1982. Kim had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 4, 2016 - July 9, 2018
ARBOR POINT ADVISORS
April 16, 2015 - July 9, 2018
SECURITIES AMERICA, INC.
September 3, 2013 - February 10, 2015
CETERA WEALTH SERVICES, LLC
December 19, 2011 - September 3, 2013
WALNUT STREET SECURITIES, INC.
June 13, 2011 - December 12, 2011
VALMARK SECURITIES, INC.
April 12, 2000 - February 23, 2011
EQUITABLE ADVISORS, LLC
September 10, 1998 - March 31, 2000
VESTAX SECURITIES CORPORATION
June 1, 1998 - August 25, 1998
OSAIC FA, INC.
April 24, 1997 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
April 10, 1996 - March 31, 1997
KEYBANC CAPITAL MARKETS INC.
November 1, 1993 - August 11, 1995
LINCOLN FINANCIAL DISTRIBUTORS, INC.
April 25, 1991 - August 21, 1992
FSC SECURITIES CORPORATION
August 23, 1989 - April 9, 1991
SOCIETY INVESTMENTS, INC.
June 6, 1989 - October 28, 1989
BEACHWOOD INVESTMENTS, INC.
May 21, 1982 - February 23, 1989
RONEY & CO. L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ARBOR POINT ADVISORS
CRD#: 165127 / SEC#: 801-77135
Contact information
Regulatory assets under management
| Total Number of Accounts | 28,010 |
| AUM (Assets Under Management) | $ 6,929,575,682 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2024 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
