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Katharine Callaghan Powers

Morgan Stanley

Berwyn, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-09
TX RA APPROVED 2025-07-09
  • PA RA
    APPROVED
    Since 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

899 Cassatt Road Suite 100, Berwyn, PA 19312 • 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
Randstad Atlanta GA 03/2016 11/2016
The Vanguard Group, Inc. Malvern PA 01/2017 12/2017
The Vanguard Group, Inc. Malvern PA 11/2016 01/2017
Lincoln Financial Distributors Radnor PA 12/2017 04/2022
Global Atlantic Distributors, Llc Berwyn PA 04/2022 05/2025
Global Atlantic Financial Company Berwyn PA 04/2022 05/2025
Morgan Stanley Berwyn PA 05/2025 Present
  • 03/2016 → 11/2016
    Randstad
    Atlanta, GA
  • 01/2017 → 12/2017
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2016 → 01/2017
    The Vanguard Group, Inc.
    Malvern, PA
  • 12/2017 → 04/2022
    Lincoln Financial Distributors
    Radnor, PA
  • 04/2022 → 05/2025
    Global Atlantic Distributors, Llc
    Berwyn, PA
  • 04/2022 → 05/2025
    Global Atlantic Financial Company
    Berwyn, PA
  • 05/2025 → Present
    Morgan Stanley
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-09
S63 Uniform Securities Agent State Law Examination 2017-03-29
  • S66 Uniform Combined State Law Examination
    2025-07-09
  • S63 Uniform Securities Agent State Law Examination
    2017-03-29
Other Names
  • Katharine Callaghan
  • Katharine Elizabeth Callaghan
  • Katharine Callaghan Powers
  • Katharine Powers

View on SEC IAPD

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ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
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CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
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