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KG

Kimberly C. Gray

ZELMAN PARTNERS
BAY VILLAGE, OH 44140
Some features on this profile are disabled
CRD#: 4780890
KG

Professional summary

Kimberly Christine Gray, who also goes by Kimberly Christine Cooper, is a registered financial professional currently at ZELMAN PARTNERS, LLC located in Bay Village, Ohio.

Kimberly is registered as a RR (Registered Representative) and started their career in finance in 2013. Kimberly has worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kimberly Christine Cooper

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 Christine Gray'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

March 18, 2013 - Present

ZELMAN PARTNERS, LLC

Office #1: 27101 East Oviatt Road Suite 14, Bay Village, OH 44140
BD
CRD#: 145187
BAY VILLAGE, OH

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 3/16/2013
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

ZP
ZELMAN PARTNERS, LLC
ZELMAN PARTNERS, LLC

CRD#: 145187 / SEC#: , 8-67713

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

Main Address
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Mailing Address
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Phone number
(212) 993-5840
Established
Delaware since 07/12/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
WDIB, LLCMANAGING MEMBER
ERWIN, STEPHEN TODDCCO/AMLCO5028461
GROMAN, DANIEL JASONBOARD MEMBER7974401
MCGILL, ANTHONY JACOBMANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE)4379700
TABASSO, THEODORE PAULCHIEF OPERATIONS OFFICER, DIRECTOR OF SALES1875019
THEOBALD, STEPHEN PATRICKBOARD MEMBER
WANK, STEPHEN HCFO/FIN-OP5062089
ZELMAN, IVY LYNNEDIRECTOR OF RESEARCH2288665

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

ZELMAN PARTNERS, LLC

CRD#: 145187Bay Village, OH 44140

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