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KK

Kimberly E. Kent-bracci

LYNCH & ASSOCIATES
St. Petersburg, FL 33701
Some features on this profile are disabled
CRD#: 4842372
KK

Professional summary


Kimberly E Kent-bracci, who also goes by Kimberly E. Kent, Kimberly Egan Kent, Kim Kent, Kimberly E Kent, is a registered financial professional currently at LYNCH & ASSOCIATES located in St. Petersburg, Florida.

Kimberly is registered as a RR (Registered Representative) and started their career in finance in 2004. Kimberly has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kimberly E. Kent | Kimberly Egan Kent | Kim Kent | Kimberly E Kent

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 E Kent-bracci'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

June 19, 2018 - Present

LYNCH & ASSOCIATES

Office #1: 200 Central Ave. Suite 2210, St. Petersburg, FL 33701
RIA
BD
CRD#: 140762
St. Petersburg, FL
Past

April 18, 2017 - May 10, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NEW YORK, NY
Past

October 21, 2009 - March 10, 2017

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
NEW YORK, NY
Past

December 15, 2004 - May 25, 2005

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

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
New Jersey
(6/19/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 5/12/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


L&
LYNCH & ASSOCIATES
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC

CRD#: 140762 / SEC#: , 8-67335

Massachusetts
Registered Investment Advisory firm - SEC (10/27/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
535 Boylston St. Floor T2, Boston, MA 02116
Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116
Phone number
(617) 247-7000
Established
Delaware since 02/06/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
12

FINRA licenses (24 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WJL ASSOCIATES, INC.OWNER
LONGINO, MICHAEL LUTHERPRESIDENT4327203
LYNCH, WILLIAM JOSEPH IIICEO1060714
STULB, CHRISTOPHER CHARLESCCO/CFO/FINOP1676882

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


LYNCH & ASSOCIATES

CRD#: 140762St. Petersburg, FL 33701

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