# KATIE JO ROSS

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MCMAHAN CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/109140) | 2024-02-04 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-09-13 | 2024-02-13 | — |
| [FORVIS MAZARS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/110905) | 2019-11-20 | 2021-07-26 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2017-07-12 | 2019-11-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6756372)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6756372.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.