JEFFREY JOHN CATHERSAL is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with ALEXANDER CAPITAL WEALTH MANAGEMENT LLC, PENNY LANE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PENNY LANE WEALTH MANAGEMENT, LLC | 2022-08-09 | present | Yes |
| ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | 2022-05-25 | present | Yes |
| ARBOR POINT ADVISORS | 2020-11-06 | 2022-05-26 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2020-11-06 | 2022-05-26 | — |
| KMS FINANCIAL SERVICES, INC. | 2008-04-01 | 2020-11-06 | — |
| PORTFOLIO STRATEGIES INC | 2006-01-03 | 2010-03-25 | — |
| PORTFOLIO STRATEGIES INC | 2001-07-16 | 2004-11-18 | — |