KJ
Kimberly Jo Custer
CRD 3070629
Firms
| Firm | Role | As of |
|---|---|---|
| Canterbury Investment Management, Llc | Registered representative | 07/20/2026 |
| Wealth Advisory Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealth Advisory Solutions, Llc
Managing Member/Cco · 25% – 50% · Aug 2024
-
Canterbury Investment Management, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗