Katie E. Exchange is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2024-11-21 | present | Yes |
| BOSTON FINANCIAL MANAGEMENT LLC | 2020-01-21 | 2025-02-27 | — |