Kathryn Jill Christensen

Current Employers

Employment History

• 05/2016 → 06/2024
  Securities America Inc
  Folsom, CA
• 05/2016 → 06/2024
  Securities America Advisors
  Folsom, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Folsom, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Folsom, CA

Previous Registrations

• 2016-06-01 → 2024-06-14
  Securities America Advisors, Inc.
  Folsom, CA
• 2012-09-18 → 2015-03-20
  Questar Asset Management, Inc.
  Minneapolis, MN
  Roseville, CA
• 2008-07-02 → 2012-09-27
  Woodbury Financial Services, Inc.
  Roseville, CA
  Roseville, CA
  Roseville, CA

Other Businesses

1. INSURANCE LICENSE -license holder -California Insurance License INVEST RELATED No #HRS 0 SEC TRADE HRS 0 -10/19/18 -677 Grider Dr, Roseville CA 95678 -I do not currently sell any insurance, however, I do hold a California Insurance license for Health, Accident and Annuities. 2. IRON POINT FINANCIAL ADVISORS -Executive assistant/client services specialist -Iron Point Financial Advisors INVEST RELATED Yes #HRS 172 SEC TRADE HRS 120 -5/23/16 -1110 Iron Point Rd Ste 160, Folsom CA 95630 -Daily activities include but are not limited to: Be the first point of contact for clients over the phone and/or in person. Organize all paperwork for processing client accounts including scanning and /or faxing to client and the corporate office assuring that all compliance requirements are met. Maintain a clean and organized work environment. Serve as liaison between the clients and the financial advisor. This includes screening calls and prioritizing the financial advisor's workload, checking the mail and processing client checks and transfers. Prepare, process and follow up on all business. Perform administrative and support functions for the day-to-day office operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-12
• S63 Uniform Securities Agent State Law Examination
  2008-04-12

Other Names

• Kathryn Jill Adams
• Kathy Jill Adams