# KATHLEEN ANN COVEY

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COVEY, KATHLEEN ANN](https://search.stillhousedata.com/firm/135454) | 2025-01-07 | present | Yes |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2025-01-07 | present | Yes |
| [WESTPARK CAPITAL, INC.](https://search.stillhousedata.com/firm/39914) | 2016-08-16 | 2017-02-06 | — |
| [NEWPORT COAST ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/170311) | 2015-01-14 | 2015-04-06 | — |
| [COVEY, KATHLEEN ANN](https://search.stillhousedata.com/firm/135454) | 2014-03-27 | 2016-12-31 | — |
| [COVEY, KATHLEEN ANN](https://search.stillhousedata.com/firm/135454) | 2009-02-18 | 2009-12-31 | — |
| [NEWPORT COAST SECURITIES, INC.](https://search.stillhousedata.com/firm/16944) | 2009-01-06 | 2016-08-22 | — |
| [BRECEK & YOUNG ADVISORS, INC.](https://search.stillhousedata.com/firm/40395) | 2007-10-01 | 2008-12-31 | — |
| [COVEY, KATHLEEN ANN](https://search.stillhousedata.com/firm/135454) | 1997-07-08 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/874975)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/874975.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
