Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-01
MD RA APPROVED 2019-05-30
  • FL RA
    APPROVED
    Since 2022-07-01
  • MD RA
    APPROVED
    Since 2019-05-30

Branch Locations

5901 Sun Boulevard Ste 206, St Petersburg, FL 33715 • United States

110 West Rd Ste 415, Towson, MD 21204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Timonium MD 11/2015 10/2018
Webermessick Baltimore MD 10/2018 Present
Kestra Financial Incorporated Baltimore MD 10/2018 05/2019
Lpl Financial Llc Baltimore MD 05/2019 Present
  • 11/2015 → 10/2018
    Ameriprise Financial Services, Inc.
    Timonium, MD
  • 10/2018 → Present
    Webermessick
    Baltimore, MD
  • 10/2018 → 05/2019
    Kestra Financial Incorporated
    Baltimore, MD
  • 05/2019 → Present
    Baltimore, MD
Previous Registrations
Other Businesses

1)5/30/19- WeberMessick Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Baltimore, MD -160hrs/mth -100% 2) 09/28/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary Public - Started 09/27/2023 - 2 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-10
  • S66 Uniform Combined State Law Examination
    2002-04-10
Other Names
  • Kathryn Ann Lafferty
  • Kathryn Ann Welch
  • Kathryn Ann Welch
  • Kathryn Lafferty Welch

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor