KAITLYN ELIZABETH OTT is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with CONSOLIDATED FINANCIAL MANAGEMENT CORP., LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-01-02 | present | Yes |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 2023-07-06 | 2024-07-10 | — |
| CONSOLIDATED FINANCIAL MANAGEMENT CORP. | 2023-06-22 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2021-01-25 | 2023-05-23 | — |