Kathryn Gordon

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Penn Mutual Life Insurance	Horsham	PA	07/2017	06/2020
Buffalo Wild Wings	Lynchburg	VA	08/2016	03/2017
Tgi Fridays	Lynchburg	VA	08/2016	10/2016
Hornor Townsend & Kent Inc	Horsham	PA	02/2018	06/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	06/2020	10/2021
Liberty University	Lynchburg	VA	09/2012	05/2020
Atlantic Coast Dining	Lynchburg	VA	08/2016	12/2016
Aspirewealth Planners	Hunt Valley	MD	07/2017	06/2020
The Muse Coffee	Lynchburg	VA	03/2017	06/2017
Bank Of America, N.A.	Hunt Valley	MD	08/2021	10/2021
Fidelity Investments	Richmond	VA	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2017 → 06/2020

Penn Mutual Life Insurance

Horsham, PA
08/2016 → 03/2017

Buffalo Wild Wings

Lynchburg, VA
08/2016 → 10/2016

Tgi Fridays

Lynchburg, VA
02/2018 → 06/2020

Hornor Townsend & Kent Inc

Horsham, PA
06/2020 → 10/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
09/2012 → 05/2020

Liberty University

Lynchburg, VA
08/2016 → 12/2016

Atlantic Coast Dining

Lynchburg, VA
07/2017 → 06/2020

Aspirewealth Planners

Hunt Valley, MD
03/2017 → 06/2017

The Muse Coffee

Lynchburg, VA
08/2021 → 10/2021

Bank Of America, N.A.

Hunt Valley, MD
10/2021 → Present

Fidelity Investments

Richmond, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-22