Kathryn Lynn Moreno

Current Employers

Employment History

• 11/2014 → Present
  Bearing Financial Advisors, Llc
  Austin, TX
• 11/2004 → Present
  Kathy Scanlon
  Austin, TX
• 08/2016 → 09/2019
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2016-08-01 → 2019-09-04
  Calton & Associates, Inc.
  Austin, TX
  Huntington Beach, CA
• 2007-09-04 → 2016-08-02
  Vsr Financial Services, Inc.
  Austin, TX
  Overland Park, KS
  Austin, TX
  Worden, IL
  Austin, TX
• 2005-02-07 → 2007-09-05
  Equitable Advisors, Llc
  New York, NY
  Austin, TX
  Austin, TX

Other Businesses

No. 1) Name of Business: Kathryn L. Scanlon. Non-Investment Related. Address: 8208 Cliffview Drive, Austin, TX. 78759 Nature of Business: Rental of a garage apartment attached to homestead. Position/Title/Relationship: Owner. Start Date: 11/2010. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Lease with a tenant for $995 per month. No. 2) Name of Business: Target Insurance Agency. Non-Investment Related. Address: 11020 Oakmont St. Overland Park, KS 66210. Nature of Business: Insurance- Life and Long term care. Position/Title/Relationship: Agent. Start Date: 09/30/2007. Hours per month: 1. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Selling insurance policies. No. 3) Name of Business: Bearing Financial Advisors, LLC. Investment Related. DBA Financial Advisor and Planner. Address: 4807 Spicewood Springs Rd. Building 2, Suite 475, Austin, TX 78759. Nature of Business: Pass-through entity for earnings with Calton & Associates, Inc. Position/Title/Relationship: Subcontractor. Start Date: 11/01/2014. Hours per month: 90. Hours per month during Securities trading hours: 75. Duties/Responsibilities: Financial advisor and planner; Investments.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-04

Designations

Other Names

• Newhouse
• Ayers
• Kathy Scanlon
• Kathryn Lynn Scanlon