# KATHERINE ANN ROBERTSON

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2026-07-27 | present | Yes |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2016-04-20 | 2026-07-14 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2003-09-17 | 2016-09-22 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2003-07-02 | 2003-07-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4656158)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4656158.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.