Kimberley Dillingham has been Chief Compliance Officer of Lifetime Wealth Management since February 2024, is not listed as a control person, but directly owns under 5% of the firm.
Lifetime Wealth Management, LLC is a firm with $186M under management, 156 clients and 2 advisers in one office, as of its April 2026 filing.
Kimberley Dillingham’s longest registration is the current one, 5 years at Radar Financial Investments Corporation since 2021.
- – present · 2 yearsMontgomery, TX · Adviser representative · Firm CRD 147482
- Radar Financial Investments CorporationAlso current– present · 5 yearsThe Woodlands, TX · Adviser representative · Firm CRD 314823
Investment adviser representative registrations
Kimberley Dillingham is registered as an investment adviser representative in 2 states. The first approvals date from June 2021; the most recent is Minnesota, in February 2024.
- MinnesotaSince 7 February 2024
- TexasSince 16 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 13 November 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2021 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kimberley Elizabeth Legaye Dillingham
- CRD
- 6320451
- Firm
- Lifetime Wealth Management · CRD 147482
- Role
- Chief Compliance Officer
- Office
- Montgomery, TX
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberley Dillingham work?
Kimberley Dillingham has been Chief Compliance Officer of Lifetime Wealth Management, LLC since February 2024.
Is Kimberley Dillingham a financial advisor?
Yes. Kimberley Dillingham has a current investment-adviser registration in Minnesota and Texas, through Lifetime Wealth Management since February 2024.
How many years of experience does Kimberley Dillingham have?
Kimberley Dillingham has 5 years in the financial industry, since June 2021, across 2 adviser firms.
What exams has Kimberley Dillingham passed?
Kimberley Dillingham has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in April 2021.
Where is Kimberley Dillingham based?
Kimberley Dillingham’s registered office is in Montgomery, TX.
Is Kimberley Dillingham registered with FINRA?
No. Kimberley Dillingham has no current broker registration.
How can I verify Kimberley Dillingham’s record?
Search CRD 6320451 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberley Dillingham’s full registration record.