• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
KIMBERLY GRACE CUSHMAN
KIMBERLY GRACE PONTERIO, Kimberly G Ponterio
CRD#: 5110445
IA
Investment Adviser
B
Previous Broker
BENTOAK CAPITALCRD#: 173563 24285 Katy Freeway
Suite 300-41
Katy, TX 77494
Registration History
20082010201220142016201820202022202420262 FIRMS2017 - 2024 (7 years)IABENTOAK CAPITAL (CRD# 173563)2024 - Present (<1 year)BNATIONAL PLANNING CORPORATION (CRD# 29604)2012 - 2014 (2 years)BWUNDERLICH SECURITIES, INC. (CRD# 2543)2008 - 2012 (3 years)BHORNOR, TOWNSEND & KENT, INC. (CRD# 4031)2008 - 2008 (<1 year)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2007 - 2008 (<1 year)
License(s)

State Registrations

IA
Texas 4/24/2024

Current Registration(s)
IA
BENTOAK CAPITAL (CRD#:173563)
24285 Katy Freeway Suite 300-41, Katy, TX 77494
Registered with this firm since 4/24/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
B
08/07/2017 - 12/20/2024 LPL FINANCIAL LLC (CRD#:6413) KATY, TX
IA
08/22/2017 - 04/15/2024 LPL FINANCIAL LLC (CRD#:6413) KATY, TX
B
06/05/2012 - 07/23/2014 NATIONAL PLANNING CORPORATION (CRD#:29604) HOUSTON, TX
B
11/25/2008 - 06/05/2012 WUNDERLICH SECURITIES, INC. (CRD#:2543) HOUSTON, TX
B
05/09/2008 - 11/24/2008 HORNOR, TOWNSEND & KENT, INC. (CRD#:4031) HOUSTON, TX
B
09/19/2007 - 04/24/2008 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) HOUSTON, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.