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Executive Vice President, Controller · Riverplace Capital Management Inc

Terri C. Kimball

CRD 1564375 · Named on Form ADV at one SEC-registered adviser

At a glance

Riverplace Capital Management Inc, an SEC-registered wealth manager based in Jacksonville, FL with $267 million in regulatory assets, lists Terri C. Kimball on its Form ADV as Executive Vice President, Controller, a control person.

Firms and roles

AtlasMembers

Terri’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
1 firmLocked
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

  • Peter E. BowerExecutive Chairman and CIO, Riverplace Capital Management Inc
  • Annette Y CamposDirector of Operations and Compliance, Chief Compliance Officer, Riverplace Capital 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 Terri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.