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Katherine Navarro Martin

Cahaba Wealth Management, Inc.

Birmingham, AL

Atlanta, GA

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Current Employers
Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-03-14
  • AL RA
    APPROVED
    Since 2025-03-14

Branch Locations

3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • 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
Compass Bank Birmingham AL 05/2017 09/2019
Bbva Securities Inc. Birmingham AL 05/2017 09/2019
Unemployed Tuscaloosa AL 02/2017 04/2017
Triad Advisors, Inc. Birmingham AL 09/2015 01/2017
Meld Financial Cahaba Hts AL 08/2015 01/2017
Bbva Wealth Solutions, Inc. Birmingham AL 05/2018 09/2019
Raymond James & Associates, Inc. Jackson MS 09/2019 06/2022
Morgan Stanley Dallas TX 07/2022 02/2025
Cahaba Wealth Management, Inc. Birmingham AL 03/2025 Present
  • 05/2017 → 09/2019
    Compass Bank
    Birmingham, AL
  • 05/2017 → 09/2019
    Bbva Securities Inc.
    Birmingham, AL
  • 02/2017 → 04/2017
    Unemployed
    Tuscaloosa, AL
  • 09/2015 → 01/2017
    Triad Advisors, Inc.
    Birmingham, AL
  • 08/2015 → 01/2017
    Meld Financial
    Cahaba Hts, AL
  • 05/2018 → 09/2019
    Bbva Wealth Solutions, Inc.
    Birmingham, AL
  • 09/2019 → 06/2022
    Raymond James & Associates, Inc.
    Jackson, MS
  • 07/2022 → 02/2025
    Morgan Stanley
    Dallas, TX
  • 03/2025 → Present
    Cahaba Wealth Management, Inc.
    Birmingham, AL
Previous Registrations
  • 2022-08-05 → 2025-03-14
    Morgan Stanley
    Dallas, TX
    Vestavia Hills, AL
    Plano, TX
  • 2019-09-06 → 2022-07-13
    Raymond James & Associates, Inc.
    Jackson, MS
  • 2018-05-07 → 2019-09-04
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-02
  • S66 Uniform Combined State Law Examination
    2018-05-02
Designations
Other Names
  • Kaitlin Navarro
  • Katherine Marie Navarro
  • Kaitlin Martin

View on SEC IAPD

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