Catherine Echon Haffner is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2024-12-02 | present | Yes |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 2023-09-25 | 2024-12-03 | — |
| BOK FINANCIAL SECURITIES, INC. | 2023-09-25 | 2024-12-04 | — |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 2022-01-04 | 2023-07-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-05-08 | 2021-06-16 | — |
| J.P. MORGAN SECURITIES LLC | 2015-12-22 | 2018-04-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-06-18 | 2015-11-24 | — |