KATHERINE ANN ROBERTSON is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2026-07-27 | present | Yes |
| KESTRA ADVISORY SERVICES, LLC | 2016-04-20 | 2026-07-14 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2003-09-17 | 2016-09-22 | — |
| EQUITABLE ADVISORS, LLC | 2003-07-02 | 2003-07-21 | — |