Kathryn Mary Gillman

Current Employers

Isto Advisors, Llc

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2020-01-03
IL	RA	APPROVED	2017-09-01

MI RA
APPROVED

Since 2020-01-03
IL RA
APPROVED

Since 2017-09-01

Branch Locations

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

580 N. Western Avenue, Lake Forest, IL 60045 • 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

Organization	City	State	From	To
Regal Securities	Glenview	IL	10/2012	10/2016
Fisher Financial Partners	Lake Forest	IL	09/2004	10/2016
Isto Advisors, Llc	Lake Forest	IL	10/2016	Present

10/2012 → 10/2016

Regal Securities

Glenview, IL
09/2004 → 10/2016

Fisher Financial Partners

Lake Forest, IL
10/2016 → Present

Isto Advisors, Llc

Lake Forest, IL

Other Businesses

1. Real estate rental income from 700 W. Bittersweet Pl. #807, Chicago, IL 60613. Non-securities related. 2. Troop co-leader for kindergarten scouts in Highland Park, IL. Non-securities related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-02-25

S63 Uniform Securities Agent State Law Examination

2003-02-25

Designations

Other Names

Kathryn Mary Crites
Kathryn Mary Crites

View on SEC IAPD

Current Employers

Isto Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews