Mary Kathryn Simonson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Mary Kathryn Simonson appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-28 | Form ADV | WESTERN INTERNATIONAL SECURITIES, INC. | CHIEF COMPLIANCE OFFICER | PASADENA, CA |
| 2025-08-08 | Form ADV | SORRENTO PACIFIC FINANCIAL, LLC | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| 2025-08-04 | Form ADV | CUSO FINANCIAL SERVICES, L.P. | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |