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Katharine Weeks Davidge

Dorfman Value Investments LLC

Boston, MA

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Current Employers
Dorfman Value Investments Llc

101 Federal Street Suite 1900, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-03-19
TX RA APPROVED_RES 2015-11-16
MA RA APPROVED 2013-01-29
  • NC RA
    APPROVED
    Since 2018-03-19
  • TX RA
    APPROVED_RES
    Since 2015-11-16
  • MA RA
    APPROVED
    Since 2013-01-29

Branch Locations

101 Federal Street Suite 1900, Boston, MA 02110 • 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
Dorfman Value Investments Llc Boston And Newton MA 03/2012 Present
Previous Registrations
  • 2011-02-01 → 2011-12-31
    Thunderstorm Mutual Funds Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-12
  • S65 Uniform Investment Adviser Law Examination
    2010-08-12

View on SEC IAPD

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