Katherine Rose Evans is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-06-25 | present | Yes |
| DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 2025-12-01 | 2026-06-18 | — |