Katie Ann Kovich Edling

Current Employers

Employment History

• 02/2014 → 04/2018
  Lpl Financial Llc
  Walnut Creek, CA
• 07/2017 → 04/2018
  Strategic Wealth Advisors Group
  Sacramento, CA
• 06/2024 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2025 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2018 → 01/2023
  Unemployed
  Katy, TX
• 01/2023 → 06/2024
  Lpl Financial
  Walnut Creek, CA
• 01/2023 → 06/2024
  Strategic Wealth Advisors Group
  Sacramento, CA
• 03/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-02-14 → 2018-12-20
  Lpl Financial Llc
  Walnut Creek, CA
  Sacramento, CA
  Walnut Creek, CA
• 2017-07-17 → 2018-03-26
  Mariner Advisor Network
  Walnut Creek, CA
• 2011-01-03 → 2014-02-19
  Wells Fargo Clearing Services, Llc
  Pleasant Hill, CA
  Walnut Creek, CA
  Concord, CA
  Addison, TX
  San Leandro, CA
• 2008-06-25 → 2011-01-03
  Wells Fargo Investments, Llc
  Walnut Creek, CA
  Pleasant Hill, CA
  Pleasant Hill, CA
  Concord, CA
  Concord, CA

Other Businesses

1) THE KME GROUP, 1314 Crescent Mirror Lane, Katy TX 77494, 01/2018, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01

Other Names

• Katie Ann Kovich
• Katie Ann Edling