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KR

Kimberly A. Ryan

AVID CAPITAL ADVISORS LLC
MCCALL, ID 83638
Some features on this profile are disabled
CRD#: 4316310
KR

Professional summary

Kimberly Ann Ryan, who also goes by Kimberly Ann Kowcun, Kimberly Merritt, is a registered financial professional currently at AVID CAPITAL ADVISORS LLC located in Mccall, Idaho and DASTA FINANCIAL, LLC located in New York, New York.

Kimberly is registered as a RR (Registered Representative) and started their career in finance in 2001. Kimberly has worked at 20 firms and has passed the Series 63, Series 82TO, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kimberly Ann Kowcun | Kimberly Merritt

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 Kimberly Ann Ryan'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

April 19, 2023 - Present

AVID CAPITAL ADVISORS LLC

Office #1: 1427 Mountain Meadow, Mccall, ID 83638
BD
CRD#: 320717
MCCALL, ID
Current

May 15, 2023 - Present

DASTA FINANCIAL, LLC

Office #1: 101 Greenwich, Second Floor, Suite 504, New York, NY 10006
BD
CRD#: 316477
New York, NY
Current

May 26, 2023 - Present

DRAKE STAR SECURITIES LLC

Office #1: 950 Third Avenue 20th Floor, New York, NY 10022
BD
CRD#: 131338
New York, NY
Current

May 31, 2023 - Present

FIRSTRADE SECURITIES INC.

Office #1: 30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354
BD
CRD#: 16843
Flushing, NY
Current

July 21, 2023 - Present

THE GROWTH STAGE INC.

Office #1: 1460 Broadway Suite 8031, New York, NY 10036
BD
CRD#: 306193
NEW YORK, NY
Current

July 24, 2023 - Present

ERG SECURITIES (US) LLC

Office #1: 50 Washington Street, Suite 921, Norwalk, CT 06854
BD
CRD#: 121057
Norwalk, CT
Current

February 22, 2024 - Present

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

Office #1: 104 Congress St Suite 404, Portsmouth, NH 03801
BD
CRD#: 153322
PORTSMOUTH, NH
Current

March 15, 2024 - Present

1031 SECURITIES INC.

Office #1: 25300 West 13 Mile Rd, Franklin, MI 48025
BD
CRD#: 326590
Franklin, MI
Current

November 1, 2024 - Present

STRATCAP SECURITIES, LLC

Office #1: 30 Rockefeller Plaza, Suite 2050, New York, NY 10112
BD
CRD#: 151152
NEW YORK, NY
Current

October 31, 2025 - Present

AXOM PARTNERS LLC

Office #1: 3451 N. Triumph Blvd Suite 104, Lehi, UT 84043
BD
CRD#: 328894
LEHI, UT
Current

November 7, 2025 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
BD
CRD#: 171350
Garden City, NY
Current

November 17, 2025 - Present

FCA CAPITAL MARKETS LLC

Office #1: 240 Saint Paul Street Suite 400, Denver, CO 80206
BD
CRD#: 322688
Denver, CO
Past

May 8, 2023 - September 18, 2024

ALIRA HEALTH TRANSACTION SERVICES, LLC

BD
CRD#: 140203
FRAMINGHAM, MA
Past

April 28, 2023 - December 31, 2025

FIRST AVENUE

BD
CRD#: 145860
NEW YORK, NY
Past

April 5, 2018 - April 14, 2023

DAI SECURITIES, LLC

BD
CRD#: 36673
Atlanta, GA
Past

June 19, 2017 - March 23, 2018

AURORA SECURITIES

BD
CRD#: 46147
TROY, MI
Past

August 13, 2010 - March 18, 2016

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Troy, MI
Past

December 21, 2006 - August 12, 2010

PROFESSIONAL ASSET MANAGEMENT, INC.

BD
CRD#: 21125
TROY, MI
Past

February 5, 2002 - January 27, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 1, 2001 - February 14, 2002

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN

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
Connecticut
(7/24/2023)
RR
Florida
(2/9/2026)
RR
Idaho
(4/19/2023)
RR
Massachusetts
(1/2/2026)
RR
Michigan
(12/17/2025)
RR
New York
(5/31/2023)
RR
South Dakota
(2/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 4/19/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 7/10/2024
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/23/2017
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 9/20/2009
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

FC
FCA CAPITAL MARKETS LLC
FCA CAPITAL MARKETS LLC

CRD#: 322688 / SEC#: , 8-70970

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

Main Address
240 Saint Paul Street Suite 400, Denver, CO 80206
Mailing Address
240 Saint Paul Street Suite 400, Denver, CO 80206
Phone number
(303) 501-8880
Established
Delaware since 06/27/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
FORUM INVESTMENT GROUP LLCMEMBER
LAROSE, JENNIFERCEO, CCO3094139
RYAN, KIMBERLY ANNFINOP, POO, PFO4316310

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

FCA CAPITAL MARKETS LLC

CRD#: 322688Mccall, ID 83638

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