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KW

Kristen A. Wiberg

SPIDERROCK EXS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 2183469
KW

Professional summary


Kristen Ann Wiberg, who also goes by Kris Ann Wiberg, is a registered financial professional currently at SPIDERROCK EXS, LLC located in Chicago, Illinois.

Kristen is registered as a RR (Registered Representative) and started their career in finance in 1992. Kristen has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kris Ann Wiberg

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kristen Ann Wiberg's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 5, 2024 - Present

SPIDERROCK EXS, LLC

Office #1: 300 S. Riverside Plaza Suite 2350, Chicago, IL 60606
BD
CRD#: 148743
Chicago, IL
Past

December 17, 2020 - October 18, 2022

SPIDERROCK EXS, LLC

BD
CRD#: 148743
CHICAGO, IL
Past

May 14, 2020 - November 25, 2020

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA
CRD#: 105780
Chicago, IL
Past

March 2, 2020 - November 25, 2020

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

June 27, 2003 - August 31, 2004

NT SECURITIES LLC

BD
CRD#: 45694
CHICAGO, IL
Past

July 30, 2002 - August 12, 2002

BROKERTEC AMERICAS LLC

BD
CRD#: 47477
NEW YORK, NY
Past

October 21, 1994 - September 7, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 26, 1992 - June 7, 1994

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

April 30, 1992 - June 3, 1992

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(2/7/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2020
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/2/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SE
SPIDERROCK EXS, LLC
SPIDERROCK EXS, LLC

CRD#: 148743 / SEC#: , 8-68062

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
300 S. Riverside Plaza Suite 2350, Chicago, IL 60606
Mailing Address
300 S. Riverside Plaza Suite 2350, Chicago, IL 60606
Phone number
(312) 256-9605
Established
Illinois since 07/30/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SPIDERROCK TECHNOLOGY SOLUTIONS, LLCHOLDING COMPANY
JONES, KARL JOSEPHCHIEF COMPLIANCE OFFICER, AML OFFICER, POO4572443
MORTON, CHARMAINE DONNACFO, FINOP, PFO5874879
PAPA, GEORGE ORSONCEO2595217
RASCHKE, ERIK EDWARDROP4485577

Disclosures


Regulatory Event3

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.

Company Information


SPIDERROCK EXS, LLC

CRD#: 148743Chicago, IL 60606

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