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Katarzyna Richardson

Expressive Wealth LLC

Chicago, IL

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Current Employers
Expressive Wealth Llc

6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-24
  • IL RA
    APPROVED
    Since 2024-06-24

Branch Locations

6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • 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
Fidelity Brokerage Services Llc Westlake TX 04/2015 03/2019
Charles Schwab & Co., Inc. Westlake TX 04/2019 03/2020
National Financial Services Llc Westlake TX 03/2020 07/2022
Expressive Wealth Llc Chicago IL 06/2024 Present
Expressive Wealth Llc Chicago IL 03/2024 Present
Eddie Patel Inc. Chicago IL 08/2022 04/2024
  • 04/2015 → 03/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 04/2019 → 03/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2020 → 07/2022
    National Financial Services Llc
    Westlake, TX
  • 06/2024 → Present
    Expressive Wealth Llc
    Chicago, IL
  • 03/2024 → Present
    Expressive Wealth Llc
    Chicago, IL
  • 08/2022 → 04/2024
    Eddie Patel Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
S63 Uniform Securities Agent State Law Examination 2015-04-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
  • S63 Uniform Securities Agent State Law Examination
    2015-04-20
Other Names
  • Katarzyna Malgorzata Kaplita
  • Kat Labra
  • Katarzyna Malgorzata Labra
  • Katarzyna Labra
  • Kasia Richardson

View on SEC IAPD

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