CATHERINE B. ALLEN-CARLOZO is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with HFM INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HFM INVESTMENT ADVISORS, LLC | 2026-04-22 | present | Yes |
| ASSET MANAGEMENT ASSOCIATES OF MEDFORD, INC. | 2010-11-09 | 2018-10-09 | — |
| LPL FINANCIAL LLC | 2009-09-22 | 2018-10-09 | — |
| PNC WEALTH MANAGEMENT | 2009-01-20 | 2009-09-21 | — |
| STRATEGIC ADVISERS LLC | 2007-01-10 | 2008-12-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2003-11-10 | 2006-10-10 | — |