KATHERINE WHITTELSEY is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with QUOTIENT WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| QUOTIENT WEALTH PARTNERS, LLC | 2026-04-07 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-02-13 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-11-15 | 2025-03-31 | — |