Kimberly A. Ryan

AVID CAPITAL ADVISORS LLC

MCCALL, ID 83638

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CRD#: 4316310

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 FIRST AVENUE 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 18 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"?

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

CRD#: 320717

MCCALL, ID

Current

April 28, 2023 - Present

FIRST AVENUE

Office #1: 461 Fifth Avenue 14th Floor, New York, NY 10017

CRD#: 145860

New York, NY

Current

May 15, 2023 - Present

DASTA FINANCIAL, LLC

Office #1: 101 Greenwich, Second Floor, Suite 504, New York, NY 10006

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

CRD#: 131338

New York, NY

Current

May 31, 2023 - Present

FIRSTRADE SECURITIES INC.

Office #1: 30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354

CRD#: 16843

Flushing, NY

Current

July 21, 2023 - Present

THE GROWTH STAGE INC.

Office #1: 1460 Broadway Suite 8031, New York, NY 10036

CRD#: 306193

NEW YORK, NY

Current

July 24, 2023 - Present

ERG SECURITIES (US) LLC

Office #1: 50 Washington Street, Suite 921, Norwalk, CT 06854

CRD#: 121057

Norwalk, CT

Current

February 22, 2024 - Present

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

Office #1: 155 Fleet Street, Portsmouth, NH 03801

CRD#: 153322

Portsmouth, NH

Current

March 15, 2024 - Present

1031 SECURITIES INC.

Office #1: 25300 West 13 Mile Rd, Franklin, MI 48025

CRD#: 326590

Franklin, MI

Current

November 1, 2024 - Present

STRATCAP SECURITIES, LLC

Office #1: 30 Rockefeller Plaza, Suite 2050, New York, NY 10112

CRD#: 151152

NEW YORK, NY

Current

October 31, 2025 - Present

AXOM PARTNERS LLC

Office #1: 3451 N. Triumph Blvd Suite 104, Lehi, UT 84043

CRD#: 328894

LEHI, UT

Past

May 8, 2023 - September 18, 2024

ALIRA HEALTH TRANSACTION SERVICES, LLC

CRD#: 140203

FRAMINGHAM, MA

Past

April 5, 2018 - April 14, 2023

DAI SECURITIES, LLC

CRD#: 36673

Atlanta, GA

Past

June 19, 2017 - March 23, 2018

AURORA SECURITIES

CRD#: 46147

TROY, MI

Past

August 13, 2010 - March 18, 2016

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

Troy, MI

Past

December 21, 2006 - August 12, 2010

PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125

TROY, MI

Past

February 5, 2002 - January 27, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 1, 2001 - February 14, 2002

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNEAPOLIS, MN

State Registrations and Notice Filings

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

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

Connecticut
(7/24/2023)

Idaho
(4/19/2023)

Indiana
(8/19/2025)

Massachusetts
(6/9/2025)

Michigan
(5/31/2023)

New York
(4/28/2023)

Virginia
(1/14/2025)

Exams

State Security Law Exam

Series 63

Date: 5/25/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 4/19/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 7/10/2024

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 8/23/2017

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 9/20/2009

Financial and Operations Principal Examination

SRO Registrations

FINRA

SRO Registrations

FINRA

Current Firm

AXOM PARTNERS LLC

CRD#: 328894 / SEC#: , 8-71192

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

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Contact information

Main Address

3451 N. Triumph Blvd Suite 104, Lehi, UT 84043

Mailing Address

3451 N. Triumph Blvd Suite 104, Lehi, UT 84043

Phone number

(801) 753-8686

Established

Delaware since 04/21/2023

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
AXOM PARTNERS HOLDINGS, LLC	SOLE MEMBER
BRESSERS, ALAN MICHAEL	CHAIRMAN	4974200
FLEISCHMAN, SAMUEL JAY	CHIEF COMPLIANCE OFFICER	1860709
HIGHTOWER, BRANDON STAPLEY	CEO	5840886
RYAN, KIMBERLY ANN	FINOP	4316310

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.

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Firm Stability Insights

Kimberly A. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

FIRST AVENUE

DASTA FINANCIAL, LLC

DRAKE STAR SECURITIES LLC

FIRSTRADE SECURITIES INC.

THE GROWTH STAGE INC.

ERG SECURITIES (US) LLC

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

1031 SECURITIES INC.

STRATCAP SECURITIES, LLC

AXOM PARTNERS LLC

ALIRA HEALTH TRANSACTION SERVICES, LLC

DAI SECURITIES, LLC

AURORA SECURITIES

CONCORDE INVESTMENT SERVICES, LLC

PROFESSIONAL ASSET MANAGEMENT, INC.

CITIGROUP GLOBAL MARKETS INC.

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 5/25/2001

Series 82TO

Date: 4/19/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/30/2001

Series 14

Date: 7/10/2024

Series 24

Date: 8/23/2017

Series 27

Date: 9/20/2009

FINRA

FINRA

Current Firm

AXOM PARTNERS LLC

Contact information

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

AXOM PARTNERS LLC

TRUST BUT VERIFY

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