Adviser and broker representative · Copper Beech Family Office
Courtney M. Kimp Jr.
CRD 6231801 · Moorestown, NJ
At a glance
Courtney M. Kimp Jr. is an investment adviser representative with Copper Beech Family Office in Moorestown, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Courtney’s SEC record dates to 2022, about 4 years ago. Courtney is also registered as a broker representative.
Current advisory firm
- Copper Beech Family OfficeSince October 2026Moorestown, NJ · $197M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Courtney’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of November 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Copper Beech Family Office
- Cody BaldwinMoorestown
- John PariseMoorestown
- Michael PariseMoorestown
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