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Kimberly McMillion

Investment adviser representative at Exodus Wealth in St. Petersburg, FL

Investment adviser and broker registrationsUpdated

Kimberly McMillion is an investment adviser representative at Exodus Wealth, LLC, an investment adviser managing $484M, and works from its St. Petersburg, FL office. Kimberly McMillion has been registered through Exodus Wealth since 20 April 2026, has 30 years in the industry across 6 firms and has passed the Series 6, Series 63 and Series 7.

30
Years in industry
0
Years at firm
6
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Kimberly McMillion has been an investment adviser representative at Exodus Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners.

Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.

Kimberly McMillion’s longest registration was 9 years at Metlife Securities Inc. (1996–2006). Before joining Exodus Wealth in 2026, Kimberly McMillion was registered through McNally Financial Services Corporation and J P Turner & Company Capital Management, LLC.

  1. – present · under a year
    St. Petersburg, FL · Adviser representative · Firm CRD 174328
  2. – · under a year
    St. Petersburg, FL · Adviser representative · Firm CRD 174328
  3. McNally Financial Services Corporation
    – · 3 years
    St. Petersburg, FL · Adviser representative · Firm CRD 121196
  4. J P Turner & Company Capital Management, LLC
    – · 4 years
    Springfield, MO · Adviser representative · Firm CRD 124446
  5. Next Financial Group, Inc.
    – · 2 years
    Springfield, MO · Adviser representative · Firm CRD 46214
  6. Legend Advisory Corp
    – · 1 year
    Palm Beach Gardens, FL · Adviser representative · Firm CRD 104761
  7. Metlife Securities Inc.
    – · 9 years
    St. Louis, MO · Adviser representative · Firm CRD 14251

Credentials and registrations

Investment adviser representative registrations

Kimberly McMillion is registered as an investment adviser representative in Florida, since April 2026.

  • FloridaSince 20 April 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 74 August 2000
Name
General Securities Representative Examination
Series 6322 July 1996
Name
Uniform Securities Agent State Law Examination
Series 627 August 1993
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Kimberly Evelyn McMillion
CRD
2243350
Firm
Exodus Wealth · CRD 174328
Office
111 2nd Ave NE, Suite 913B, St. Petersburg, FL 33701
Registration
Investment adviser and broker registrations
In the industry since
January 1996
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Kimberly McMillion work?

Kimberly McMillion is an investment adviser representative registered through Exodus Wealth, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Kimberly McMillion a financial advisor?

Yes. Kimberly McMillion has a current investment-adviser registration in Florida, through Exodus Wealth since April 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Kimberly McMillion have?

Kimberly McMillion has 30 years in the financial industry, since January 1996, across 6 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Kimberly McMillion passed?

Kimberly McMillion has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in August 1993. FINRA credited Kimberly McMillion with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Kimberly McMillion work before Exodus Wealth?

Before Exodus Wealth, Kimberly McMillion was registered through Prosperity Wealth Management, Inc., July 2019 to July 2019; McNally Financial Services Corporation, March 2016 to July 2019; J P Turner & Company Capital Management, LLC, October 2010 to October 2015; Next Financial Group, Inc., March 2008 to October 2010; Legend Advisory Corp, August 2006 to February 2008; Metlife Securities Inc., September 1996 to April 2006.

Source: IAPD individual record, checked 23 October 2026

Where is Kimberly McMillion based?

Kimberly McMillion’s registered office is in St. Petersburg, FL.

Source: IAPD individual record, checked 23 October 2026

Is Kimberly McMillion registered with FINRA?

Yes. Kimberly McMillion has a current broker registration, under CRD 2243350.

Source: FINRA BrokerCheck

How can I verify Kimberly McMillion’s record?

Search CRD 2243350 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kimberly McMillion’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Exodus Wealth

Sources

  1. IAPD individual record, CRD 2243350, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Exodus Wealth, LLC, filed 8 July 2026. Executive officers and direct owners; this person is not among them.