KATHLEEN VALERIE ELLIOTT is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with THE PARTNERS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE PARTNERS WEALTH MANAGEMENT, LLC | 2025-03-27 | present | Yes |
| TRIVELLONI ASSET MANAGEMENT | 2018-04-17 | 2025-12-31 | — |
| PREMIER ESTATE PLANNERS, LLC | 2016-01-21 | 2018-04-16 | — |
| LJPR FINANCIAL ADVISORS | 2014-02-20 | 2016-01-18 | — |