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Kathryn Ann Allen

Clearpoint Wealth Management

Colleyville, TX

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Current Employers
Clearpoint Wealth Management

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034 • 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
Boulevard Animal Hospital Colleyville TX 01/2003 06/2022
Aspen Wealth Management Forth Worth TX 01/2013 12/2018
Trinity Portfolio Advisors, Llc Southlake TX 12/2018 10/2020
Allen Wealth Advisors, Llc Colleyville TX 10/2020 12/2025
Clearpoint Wealth Management Colleyville TX 10/2025 Present
  • 01/2003 → 06/2022
    Boulevard Animal Hospital
    Colleyville, TX
  • 01/2013 → 12/2018
    Aspen Wealth Management
    Forth Worth, TX
  • 12/2018 → 10/2020
    Trinity Portfolio Advisors, Llc
    Southlake, TX
  • 10/2020 → 12/2025
    Allen Wealth Advisors, Llc
    Colleyville, TX
  • 10/2025 → Present
    Clearpoint Wealth Management
    Colleyville, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-18
  • S66 Uniform Combined State Law Examination
    2012-03-18
Designations
Other Names
  • Kathryn Ann Sargent
  • Allen Ann Kay

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
JASI FINANCIAL, INC.
ASCENT CAPITAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JEFFREY ADAM GRANGER
AUSTIN TYLER GANSKY
Kelci McGinnis
William M Nous
MATTHEW WALLACE
Jeffrey Jay Sanders
Kristin Elaine Chevalier
TYLER D LITTLE

Other Offices

J.P. MORGAN SECURITIES LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX
EDWARD JONES · COLLEYVILLE, TX
LPL FINANCIAL LLC · COLLEYVILLE, TX
LPL FINANCIAL LLC · EULESS, TX
JASI FINANCIAL, INC. · GRAPEVINE, TX
ASCENT CAPITAL PARTNERS, LLC · Grapevine, TX

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