KATHLEEN R CASHATT is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-17 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2017-04-03 | 2021-02-01 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-06-25 | 2017-03-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-05-09 | 2010-05-24 | — |