Kathryn Grantz Catalana

Current Employers

Employment History

• 11/2015 → 11/2017
  Triad Advisors, Inc.
  Norcross, GA
• 11/2015 → Present
  Tidehaven Wealth, Llc
  Mount Pleasant, SC

Previous Registrations

• 2015-01-02 → 2015-11-12
  Msi Financial Services, Inc.
  Charleston, SC
  Charleston, SC
• 2009-02-19 → 2015-01-02
  New England Securities
  Charleston, SC
  Charleston, SC
  Charleston, SC
• 2006-03-16 → 2009-01-15
  Scott & Stringfellow, Llc
  Mt. Pleasant, SC
  Charleston, SC

Other Businesses

1)Independent insurance agent; not investment related;238 Mathis Ferry Road, Unit#104, Mount Pleasant, SC 29464; independent insurance agent;11/2015;20 hrs/month;1 hr during trading; sell and service insurance-fixed life, accident,& health 2) Hobcaw yacht Club; not-investment related; SC; Board Member / Treasurer; 2024; approx. 8 hrs/mo outside trading hours; provide financial reporting, reimbursements and some purchases.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-14

Designations

Other Names

• Katie Grantz
• Kathryn Elizabeth Grantz
• Kathryn Elizabeth Catalana
• Katie Grantz Catalana
• Kathryn Grantz Catalana
• Katie G Catalana