STEVEN JAMES KATZ is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with GIBBS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GIBBS WEALTH MANAGEMENT, LLC | 2021-09-16 | present | Yes |
| WINER WEALTH MANAGEMENT, INC. | 2014-12-19 | 2016-09-30 | — |