KATHLEEN CATON BURKE is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with ELEVATION POINT WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 2025-09-29 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2010-04-12 | 2025-10-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-05-31 | 2010-04-14 | — |