KATHLEEN ANN COVEY is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with INDEPENDENT FINANCIAL GROUP, LLC, COVEY, KATHLEEN ANN.
| Firm | From | To | Current |
|---|---|---|---|
| COVEY, KATHLEEN ANN | 2025-01-07 | present | Yes |
| INDEPENDENT FINANCIAL GROUP, LLC | 2025-01-07 | present | Yes |
| WESTPARK CAPITAL, INC. | 2016-08-16 | 2017-02-06 | — |
| NEWPORT COAST ASSET MANAGEMENT, INC. | 2015-01-14 | 2015-04-06 | — |
| COVEY, KATHLEEN ANN | 2014-03-27 | 2016-12-31 | — |
| COVEY, KATHLEEN ANN | 2009-02-18 | 2009-12-31 | — |
| NEWPORT COAST SECURITIES, INC. | 2009-01-06 | 2016-08-22 | — |
| BRECEK & YOUNG ADVISORS, INC. | 2007-10-01 | 2008-12-31 | — |
| COVEY, KATHLEEN ANN | 1997-07-08 | 2008-12-31 | — |