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Katherine Antoinette Woolever

Integris Wealth Management, LLC

Monterey, CA

CRD 7222347

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Employer firm

Integris Wealth Management, LLC CRD 111336

$812M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Integris Wealth Management, Llc

435 Washington Street Suite A, Monterey, CA 93940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-07
CA RA APPROVED 2020-03-10
  • TX RA
    APPROVED_RES
    Since 2024-03-07
  • CA RA
    APPROVED
    Since 2020-03-10

Branch Locations

435 Washington Street Suite A, Monterey, CA 93940 • 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
Integris Wealth Management Monterey CA 04/2018 Present
Crissman & Associates Santa Cruz CA 10/2017 10/2018
Palapas Restaurant & Cantina Aptos CA 08/2016 02/2017
Jamba Juice Soquel CA 06/2016 09/2016
Student/Unemployed Monterey CA 02/2017 10/2017
Student/Unemployed Monterey CA 06/2016 02/2017
  • 04/2018 → Present
    Integris Wealth Management
    Monterey, CA
  • 10/2017 → 10/2018
    Crissman & Associates
    Santa Cruz, CA
  • 08/2016 → 02/2017
    Palapas Restaurant & Cantina
    Aptos, CA
  • 06/2016 → 09/2016
    Jamba Juice
    Soquel, CA
  • 02/2017 → 10/2017
    Student/Unemployed
    Monterey, CA
  • 06/2016 → 02/2017
    Student/Unemployed
    Monterey, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-25
  • S65 Uniform Investment Adviser Law Examination
    2019-09-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

CHRISTINA LEIGH JENKINS
MARIAN MARTIN DEERING
SCOTT F FOSMARK

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
EDWARD JONES · Monterey, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA

More in Monterey, CA

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