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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.

TitleExecutive Vice President And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2012
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Kingsbridge Investment Partners LLC

TitleChief Compliance Officer/Member
OwnershipUnder 5%
Control personYes
Since2025
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Kingsbridge Wealth Management, Inc.

TitleTrustee
Ownership50-75%
Control personYes
Since2018
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Kingsbridge Investment Partners LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2018
View Kingsbridge Investment Partners LLC →