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Catherine Mcnally Patrick

Corda Investment Management, LLC

Dallas, TX

Houston, TX

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Current Employers
Corda Investment Management, Llc

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-18
  • TX RA
    APPROVED
    Since 2024-07-18

Branch Locations

15660 North Dallas Parkway Suite 820, Dallas, TX 75248 • United States

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • 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
Massmutual Life Insurance Co Dallas TX 04/2014 06/2024
Mml Investors Services Llc (Bluecrest Financial Alliances) Dallas TX 07/2014 06/2024
Corda Investment Management, Llc Houston TX 06/2024 Present
  • 04/2014 → 06/2024
    Massmutual Life Insurance Co
    Dallas, TX
  • 07/2014 → 06/2024
    Mml Investors Services Llc (Bluecrest Financial Alliances)
    Dallas, TX
  • 06/2024 → Present
    Corda Investment Management, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-18
S63 Uniform Securities Agent State Law Examination 2014-11-24
S66 Uniform Combined State Law Examination 2002-11-14
  • S65 Uniform Investment Adviser Law Examination
    2015-08-18
  • S63 Uniform Securities Agent State Law Examination
    2014-11-24
  • S66 Uniform Combined State Law Examination
    2002-11-14
Designations
Other Names
  • Cathy Ann Mcnally
  • Catherine Ann Mcnally

View on SEC IAPD

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