Kimberly G. Cushman
Professional summary
Kimberly Grace Cushman, who also goes by Kimberly Grace Ponterio, Kimberly G Ponterio, is a registered financial advisor currently at BENTOAK CAPITAL located in Katy, Texas.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kimberly has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Grace Cushman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2024 - Present
BENTOAK CAPITAL
Office #1: 24650 Kingsland Blvd, Katy, TX 77494August 22, 2017 - April 15, 2024
LPL FINANCIAL LLC
August 7, 2017 - December 20, 2024
LPL FINANCIAL LLC
June 5, 2012 - July 23, 2014
NATIONAL PLANNING CORPORATION
November 25, 2008 - June 5, 2012
B. RILEY WEALTH MANAGEMENT
May 9, 2008 - November 24, 2008
HORNOR, TOWNSEND & KENT, LLC
September 19, 2007 - April 24, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
Primary Firm SEC Registration
BENTOAK CAPITAL
CRD#: 173563 / SEC#: 801-80598
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2024)
Exams
Current Firm
BENTOAK CAPITAL
CRD#: 173563 / SEC#: 801-80598
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 803,657,019 |
Red Flags
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Company Information
BENTOAK CAPITAL
CRD#: 173563Katy, TX 77494TRUST BUT VERIFY
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