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Owen Terry Caterer

Caterer Goodman Partners Ltd

Runaway Bay

CRD 7379055

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Employer firm

Caterer Goodman Partners Ltd CRD 314975

$15.3M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Caterer Goodman Partners Ltd

Ashmore Qld • Australia

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-05
  • TX RA
    APPROVED
    Since 2021-08-05

Branch Locations

Runaway Bay • Australia

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
Caterer Goodman Partners Ltd Runaway Bay 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-15
  • S65 Uniform Investment Adviser Law Examination
    2021-04-15
Other Names
  • Owen Terry Caterer
  • Owen T. Caterer

View on SEC IAPD

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