Kirbe D. Williamson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kirbe D Williamson, who also goes by Kirbe Danielle Llabra, Kirbe Llabra, Kirbe Danielle Williamson, was a registered financial professional .
Kirbe is a previously registered financial professional and started their career in finance in 2015. Kirbe had worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 27, 2024 - May 12, 2026
ASSUREDPARTNERS INVESTMENT ADVISORS
September 7, 2023 - August 22, 2024
WORLD INVESTMENT ADVISORS, LLC
February 2, 2023 - December 31, 2023
PENSIONMARK SECURITIES, LLC
October 19, 2017 - January 27, 2023
OSAIC FA, INC.
September 26, 2017 - September 27, 2017
OSAIC FA, INC.
July 24, 2015 - October 20, 2017
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,759 |
| AUM (Assets Under Management) | $ 3,251,947,155 |
Red Flags
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