LOUTTIT KATHRYN HALE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOUTTIT KATHRYN HALE appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STRATOS WEALTH ADVISORS LLC | CHIEF COMPLIANCE OFFICER, NON-MEMBER | BEACHWOOD, OH |
| — | Form ADV | STRATOS WEALTH PARTNERS, LTD | CHIEF COMPLIANCE OFFICER, NON-MEMBER | BEACHWOOD, OH |
| — | Form ADV | STRATOS INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER, NON-MEMBER | BEACHWOOD, OH |
| — | Form ADV | WELLSPRING WEALTH MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| — | Form ADV | CBIZ FINANCIAL SOLUTIONS, INC. | EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | CLEVELAND, OH |
| — | Form ADV | CBIZ INVESTMENT ADVISORY SERVICES, LLC | EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | CLEVELAND, OH |
| — | Form ADV | MCDONALD INVESTMENTS INC. | DIRECTOR, LEGAL COUNSEL | CLEVELAND, OH |