Katherine Jo Petrelli

Current Employers

Employment History

• 01/2009 → Present
  Lpl Financial Llc
  Palm Coast, FL
• 01/2016 → Present
  National Wealth Management Group, Llc
  Palm Coast, FL

Previous Registrations

• 2016-01-13 → 2021-12-31
  National Wealth Management Group, Llc
  Palm Coast, FL
  Cincinnati, OH
• 2008-08-11 → 2008-12-10
  Investment Advisors International, Inc.
  Weston, FL

Other Businesses

(1) 12/14/2011: Katherine Petrelli - INV REL - At Reported Business Location(s) - Other-Contractor - Time Spent 75% - Provide back office support to Advisor - SCHLEU, VIVIENNE. (2) 12/17/2014: KJP Client Management Services - Investment Related - 1200 N Federal Hwy, suite 200, Boca Raton, FL 33432 - Start 12/15/2014 - Business Entity For Tax/Investment Purposes Only - 2 Hours Per Month/0 Hours During Securities Trading - Registered Admin. (3) 02/25/2016: National Wealth Managment Group (NWMG) - Registered Investment Advisor Hybrid - (HYBRID) National Wealth Managment Group - INV REL - 389 PALM COAST PKWY SW, STE 4, PALM COAST, FL 32137 - START 01/20/16 - IAR- Through National Wealth Management Group (NWMG) I will be offering hourly consulting , fixed fee planning and fee based asset wealth management services, as well as, retire plan and plan participant consulting services. I Will be providing both fee based and hourly consulting services. - 40 HRS/MO DURING SECS TRDG. 4) 08/02/2017-Alpina Financial Consultants-Investment related- At reported business location(s) -DBA for LPL Business (entity for LPL business)- started 08/15/2017-Hours per month 160/ hours during trading 120

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-19
• S63 Uniform Securities Agent State Law Examination
  2001-05-01

Other Names

• Guerrero
• Gatson
• Katherine Jo Guerrero
• Katherine Gatson Petrelli
• Kathy Guerrero
• Kathy Gatson Petrelli
• Kathy Petrelli