KATHERINE MARY MONTAGAZZI is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with CONFLUENCE WEALTH SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | 2021-07-02 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2019-06-07 | 2021-07-12 | — |