Kerri Dunn has been Executive Vice President and Chief Compliance Officer of Kingsbridge Wealth Management since September 2012, is a control person of the firm and directly owns under 5% of it.
Kingsbridge Wealth Management, Inc. is a Las Vegas, NV firm with $469M under management, 52 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 13 yearsLas Vegas, NV · Adviser representative · Firm CRD 165560
Investment adviser representative registrations
Kerri Dunn is registered as an investment adviser representative in 3 states. The first approvals date from September 2013; the most recent is Texas, in May 2025.
- CaliforniaSince 24 September 2013
- NevadaSince 3 October 2013
- TexasSince 16 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kerri Lynn Dunn
- CRD
- 5516468
- Firm
- Kingsbridge Wealth Management · CRD 165560
- Role
- Executive Vice President and Chief Compliance Officer
- Office
- 1140 N. TOWN CENTER DRIVE, SUITE 265, Las Vegas, NV 89144
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Kerri Dunn work?
Kerri Dunn has been Executive Vice President and Chief Compliance Officer of Kingsbridge Wealth Management, Inc. since September 2012, and is a control person of the firm.
Is Kerri Dunn a financial advisor?
Yes. Kerri Dunn has a current investment-adviser registration in California, Nevada and Texas, through Kingsbridge Wealth Management since September 2013.
How many years of experience does Kerri Dunn have?
Kerri Dunn has 13 years in the financial industry, since September 2013, across 1 adviser firm.
What exams has Kerri Dunn passed?
Kerri Dunn passed the Series 65 in September 2013.
Where is Kerri Dunn based?
Kerri Dunn’s registered office is in Las Vegas, NV.
Is Kerri Dunn registered with FINRA?
No. Kerri Dunn has no current broker registration.
How can I verify Kerri Dunn’s record?
Search CRD 5516468 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kerri Dunn’s full registration record.