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Chief Operations Officer/chief Retirement Plans Officer · Opinicus

Kimberly D. Burdette-Hord

CRD 6001144 · Named on Form ADV at one SEC-registered adviser

At a glance

Opinicus, an SEC-registered wealth manager based in Tampa, FL with $297 million in regulatory assets, lists Kimberly D. Burdette-Hord on its Form ADV as Chief Operations Officer/chief Retirement Plans Officer, a control person.

Firms and roles

  • OpinicusChief Operations Officer/chief Retirement Plans OfficerWealth manager · Tampa, FL · $297M in regulatory assets

AtlasMembers

Kimberly’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 the firm
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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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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