KATIE JO ROSS is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with MCMAHAN CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| MCMAHAN CAPITAL MANAGEMENT | 2024-02-04 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2021-09-13 | 2024-02-13 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2019-11-20 | 2021-07-26 | — |
| CHARLES SCHWAB & CO., INC. | 2017-07-12 | 2019-11-07 | — |