KATHALEEN MARIE CARROLL-COELHO is an investment adviser representative (IAR) with state registration records since 2007, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2022-01-25 | present | Yes |
| RINET COMPANY, LLC | 2007-08-15 | 2022-03-28 | — |