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Current Employers
Fiduciary Trust International, Llc

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-10-15
  • MA RA
    APPROVED
    Since 2012-10-15

Branch Locations

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • 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
Athena Capital Advisors Lincoln MA 02/2015 02/2017
Athena Capital Advisors Lincoln MA 02/2017 02/2018
Athena Capital Advisors Lincoln MA 02/2018 06/2020
Fiduciary Trust International, Llc New York NY 06/2020 Present
Franklin Templeton Financial Services Corp Lincoln MA 04/2021 07/2021
Franklin Distributors, Llc Wellesley MA 07/2021 Present
  • 02/2015 → 02/2017
    Athena Capital Advisors
    Lincoln, MA
  • 02/2017 → 02/2018
    Athena Capital Advisors
    Lincoln, MA
  • 02/2018 → 06/2020
    Athena Capital Advisors
    Lincoln, MA
  • 06/2020 → Present
    New York, NY
  • 04/2021 → 07/2021
    Franklin Templeton Financial Services Corp
    Lincoln, MA
  • 07/2021 → Present
    Franklin Distributors, Llc
    Wellesley, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-06
  • S63 Uniform Securities Agent State Law Examination
    2021-11-06
Designations
Other Names
  • Mary Katherine Duffy
  • Katie Burke
  • Katherine Duffy Burke
  • Katherine Duffy Burke

View on SEC IAPD

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