# KAITLYN ELIZABETH OTT

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-01-02 | present | Yes |
| [GOLDEN STATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/167995) | 2023-07-06 | 2024-07-10 | — |
| [CONSOLIDATED FINANCIAL MANAGEMENT CORP.](https://search.stillhousedata.com/firm/119181) | 2023-06-22 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-01-25 | 2023-05-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7038740)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7038740.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.