Connie Marie Kuhl
Professional Summary
Connie Marie Kuhl, who also goes by Connie M Dotson, Connie Marie Dotson, was a registered financial advisor. Connie was a previously registered financial professional and started their career in finance 1996 - 2016. Connie had worked at 2 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Connie M Dotson, Connie Marie Dotson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
FUNDDNA, INC. | MOTIF INVESTING, INC. | MOTIF FINANCIAL, INC. | MOTIF
Contact Information
Established
Delaware since 06/22/2010Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FOUNDATION CAPITAL VI LP | OWNER | — |
| IGNITION VENTURE PARTNERS IV, L.P. | OWNER | — |
| MOTIF INVESTING, INC.(FORMERLY FUNDDNA, INC.) EQUITY INCENTIVE PLAN | OWNER | — |
| NORWEST VENTURE PARTNERS XI L.P. | OWNER | — |
| RENREN LIANHE HOLDINGS | OWNER | — |
| ALVAREZ, ENRIQUE | FINOP | 4622342 |
| BALDERTON CAPITAL | OWNER | 160323 |
| CUADRADO, EMMA YVETTE | TRUSTEE | 6387480 |
| DANIEL V. TIERNEY 2011 TRUST | OWNER | — |
| FLYNN, JOHN R | TRUSTEE | 6362712 |
| HILALY, TARIQ ALI | OWNER | — |
| IGNITION MANAGING DIRECTORS FUND IV, LLC | OWNER | — |
| SALVADOR, ROBERT JOSEPH | CEO, CCO / EXECUTIVE REPRESENTATIVE | 1947923 |
Disclosures
Arbitration
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2011Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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