KATHERINE ADAMS is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2025-01-01 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2012-09-06 | 2016-01-26 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-11-10 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2000-08-08 | 2007-04-02 | — |