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Katie Elizabeth Kearns

Independence Asset Advisors, LLC

Wynnewood, PA

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Current Employers
Independence Asset Advisors, Llc

308 E. Lancaster Avenue Suite 305, Wynnewood, PA 19096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-11
  • PA RA
    APPROVED
    Since 2024-03-11

Branch Locations

308 E. Lancaster Avenue Suite 305, Wynnewood, PA 19096 • 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
Independence Asset Advisors, Llc Wynnewood PA 11/2010 Present
Independence Asset Advisors, Llc Wynnewood PA 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-03-11

View on SEC IAPD

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