KATHARINE BOOTH MARVEL is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with MARVEL FINANCIAL PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| MARVEL FINANCIAL PLANNING, INC. | 2023-10-11 | present | Yes |
| WEALTH ADVISORY SOLUTIONS, LLC | 2017-10-04 | 2024-05-16 | — |
| NATIONAL PLANNING CORPORATION | 2013-08-01 | 2017-10-04 | — |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2009-02-02 | 2013-08-02 | — |
| NATIONAL PLANNING CORPORATION | 2003-06-09 | 2009-12-31 | — |
| MARVEL FINANCIAL PLANNING, INC. | 2002-09-23 | 2005-12-31 | — |
| WALNUT STREET ADVISERS INC | 1998-12-03 | 2003-06-20 | — |