Kathy Riddick Burns

Current Employers

Employment History

• 12/2004 → 01/2020
  Burns & Bynum Cpa Pa
  Cary, NC
• 09/2008 → Present
  Lpl Financial, Llc
  Cary, NC

Previous Registrations

• 2005-01-19 → 2008-11-05
  Cetera Wealth Services, Llc
  Cary, NC
  Cary, NC

Other Businesses

1. 12/24/2015 * NO BUSINESS NAME* Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/01/2016 * 4 HRS/MO DURING SECS TRDG HRS. 2. 8/10/2017 - Burns Real Estate LLC - Investment Related - Home Based & Carrboro, NC - Real Estate Rental - Started 08/01/2017 - 1 Hour Per Month During Securities Trading. 3. 5/24/2018 - Burns Wealth Management, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 07/13/2006 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 3/27/2019 - No Business name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/15/2019 - 0 Hours Per Month. 5. 1/29/2020 - Hall & Burns Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/12/2019 - 30 Hours Per Month/2 Hours During Securities Trading. 6. 12/17/2021 - Hall & Burns Tax Management, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date: 12/07/2021 - 50 Hours Per Month/3 Hours During Securities Trading. 7. 02/22/2022 - Burns Tax Management - Investment Related - Home Based - Tax Prep/Accounting/CPA - Owner - Start Date - 02/01/2022- 5 Hours Per Month/ 5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-18
• S63 Uniform Securities Agent State Law Examination
  2001-12-17

Other Names

• Kathy Ann Riddick