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Kathleen T Kenealy

Katapult Financial Planning LLC

Woburn, MA

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Current Employers
Katapult Financial Planning Llc

Woburn, MA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
MA RA APPROVED 2022-09-30
  • CA RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2022-09-30

Branch Locations

Woburn, MA • 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
Boston Private Wealth Llc Boston MA 10/2015 05/2022
Katapult Financial Planning Llc Woburn MA 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-16
  • S65 Uniform Investment Adviser Law Examination
    2005-06-16
Designations

View on SEC IAPD

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