KATHRYN ANN ALLEN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with CLEARPOINT WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARPOINT WEALTH MANAGEMENT, LLC | 2025-11-05 | present | Yes |
| ALLEN WEALTH ADVISORS, LLC | 2020-10-01 | 2025-12-31 | — |
| TRINITY PORTFOLIO ADVISORS, LLC | 2018-12-18 | 2020-10-05 | — |
| ASPEN WEALTH MANAGEMENT, LLC | 2013-01-31 | 2018-12-13 | — |
| CETERA ADVISORS LLC | 2013-01-30 | 2013-11-02 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2012-03-20 | 2012-10-25 | — |