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KR

Kimberly Ripoll

ARAX ADVISORY PARTNERS
Houston, TX 77027
Some features on this profile are disabled
CRD#: 2557442
KR
Kimberly RipollARAX ADVISORY PARTNERS

Professional summary

Kimberly Ripoll, who also goes by Wren Kimberly Isom, Wren Kimberly Ripoll, is a registered financial advisor currently at ARAX ADVISORY PARTNERS located in Houston, Texas and USCA SECURITIES LLC located in Houston, Texas.

Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Kimberly has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Aliases

Wren Kimberly Isom | Wren Kimberly Ripoll

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) - RIA

Click below to view Kimberly Ripoll's CRS (Customer Relationship Summary).
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

July 19, 2026 - Present

ARAX ADVISORY PARTNERS

Office #1: 4444 Westheimer Road Suite G500, Houston, TX 77027
RIA
CRD#: 133535
Houston, TX
Current

May 14, 2019 - Present

USCA SECURITIES LLC

Office #1: 4444 Westheimer Suite G500, Houston, TX 77027
BD
CRD#: 103789
HOUSTON, TX
Past

June 30, 2021 - July 21, 2026

U.S. CAPITAL WEALTH ADVISORS, LLC

RIA
CRD#: 288199
AUSTIN, TX
Past

May 15, 2019 - June 30, 2021

USCA RIA LLC

RIA
CRD#: 152170
HOUSTON, TX
Past

May 14, 2019 - May 14, 2019

USCA RIA LLC

RIA
CRD#: 152170
HOUSTON, TX
Past

May 28, 2014 - May 22, 2019

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
SUGAR LAND, TX
Past

May 28, 2014 - May 22, 2019

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SUGAR LAND, TX
Past

July 1, 2008 - May 30, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
KATY, TX
Past

July 1, 2008 - May 30, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
KATY, TX
Past

April 25, 2002 - July 7, 2008

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
HOUSTON, TX
Past

April 25, 2002 - July 7, 2008

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
HOUSTON, TX
Past

June 11, 2001 - April 11, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 20, 1995 - June 5, 2001

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS

CRD#: 133535 / SEC#: 801-67165

RIA
Registered Investment Advisory firm - (9/20/2006 Approved)
California
Registered Investment Advisory firm - (10/18/2006 Terminated)
Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)
Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Alabama
(5/14/2019)
RR
California
(5/14/2019)
RR
Colorado
(5/14/2019)
RR
Florida
(3/10/2020)
RR
Georgia
(5/14/2019)
RR
Hawaii
(5/14/2019)
RR
Indiana
(5/14/2019)
RR
Kansas
(5/14/2019)
RR
Louisiana
(5/14/2019)
RR
New York
(5/14/2019)
RR
North Carolina
(5/14/2019)
RR
Ohio
(5/14/2019)
RR
Oklahoma
(5/15/2019)
RR
Tennessee
(5/14/2019)
RR
Texas
(5/15/2019)
IAR
Texas
(7/19/2026)
RR
Virginia
(5/14/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/13/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/27/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/22/2001
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS

CRD#: 133535 / SEC#: 801-67165

RIA
Registered Investment Advisory firm - (9/20/2006 Approved)
California
Registered Investment Advisory firm - (10/18/2006 Terminated)
Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)
Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)
Loading...

Contact information

Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AAP FORM ADV PART 2A 11172025 (11/17/2025)

Regulatory assets under management

Total Number of Accounts16,559
AUM (Assets Under Management)$ 8,960,126,874

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

ARAX ADVISORY PARTNERS

CRD#: 133535Houston, TX 77027

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