BURR KATHRYN KEI appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BURR KATHRYN KEI appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAROLINA WEALTH MANAGEMENT, INC. | ASSITANT COMPLIANCE OFFICER | GREENVILLE, NC |
| — | Form ADV | KIELY WEALTH ADVISORY GROUP, INC. | CHIEF COMPLIANCE OFFICER | GREENVILLE, NC |
| — | Form ADV | RETIREMENT EDUCATIONAL SERVICES, LLC | CHIEF COMPLIANCE OFFICER | GREENVILLE, NC |