Kathryn DeWalt Estes is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with SCOTIA PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SCOTIA PARTNERS, LLC | 2025-12-02 | present | Yes |
| INDEPENDENT FINANCIAL GROUP, LLC | 2016-01-05 | 2019-05-16 | — |
| SCOTIA PARTNERS, LLC | 2014-05-13 | 2017-11-29 | — |