Kerri Lynn Dunn
Executive Vice President And Chief Compliance OfficerKingsbridge Wealth Management, Inc.CRD 5516468
About Kerri Lynn Dunn
Kerri Lynn Dunn is listed as Executive Vice President And Chief Compliance Officer at Kingsbridge Wealth Management, Inc. in Las Vegas, NV. Form ADV reports a beneficial ownership band of Under 5%. Kerri Lynn Dunn is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Kingsbridge Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kerri Lynn Dunn work?
Kerri Lynn Dunn is listed as Executive Vice President And Chief Compliance Officer at Kingsbridge Wealth Management, Inc. on SEC Form ADV.
How much of Kingsbridge Wealth Management, Inc. does Kerri Lynn Dunn own?
Form ADV reports a beneficial ownership band of Under 5%.
Kingsbridge Wealth Management, Inc.
| Title | Executive Vice President And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |
Kingsbridge Investment Partners LLC
| Title | Chief Compliance Officer/Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Kingsbridge Wealth Management, Inc.
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |
Kingsbridge Investment Partners LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |