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Katharine Frances Schelhorn

Wealthspire Advisors

Reston, VA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-01-04
  • VA RA
    APPROVED
    Since 2021-01-04

Branch Locations

11911 Freedom Drive Suite 700, Reston, VA 20190 • 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
Acorn Financial Services, Inc. Reston VA 02/2017 05/2020
Unemployed Reston VA 12/2016 02/2017
Full Time Student - Virginia Polytechnic Institute Blacksburg VA 08/2016 12/2016
Wealthspire Advisors Reston VA 05/2020 Present
  • 02/2017 → 05/2020
    Acorn Financial Services, Inc.
    Reston, VA
  • 12/2016 → 02/2017
    Unemployed
    Reston, VA
  • 08/2016 → 12/2016
    Full Time Student - Virginia Polytechnic Institute
    Blacksburg, VA
  • 05/2020 → Present
    Wealthspire Advisors
    Reston, VA
Previous Registrations
Other Businesses

Selling clothing and/or household goods on a resale website, PoshMark. Weekend only, 1 hour per week activity/hobby.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-12
  • S65 Uniform Investment Adviser Law Examination
    2017-06-12
Designations
Other Names
  • Katharine Schelhorn

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
MODERN WEALTH MANAGEMENT, LLC

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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