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Trustee · Kingsbridge Wealth Management, Inc.

Gina Knox

CRD 7073324 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Kingsbridge Wealth Management, Inc., an SEC-registered wealth manager based in LAS Vegas, NV with $469 million in regulatory assets, lists Gina Knox on its Form ADV as Trustee. The SEC filings also name Gina at 1 other registered adviser.

Firms and roles

AtlasMembers

Gina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kerri L. DunnExecutive Vice President and Chief Compliance Officer, Kingsbridge Wealth Management, Inc.
  • David J. DunnPresident, Kingsbridge Wealth Management, Inc.
  • Martin T. OrtonSR. Vice President, Kingsbridge Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.