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Katherine Wynn Mitakides

Invest Capital Partners

Springboro, OH

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Current Employers
Invest Capital Partners

550 S. Main Street, Springboro, OH 45066 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-02
OH RA APPROVED 2024-05-15
  • CA RA
    APPROVED
    Since 2025-10-02
  • OH RA
    APPROVED
    Since 2024-05-15

Branch Locations

550 S. Main Street, Springboro, OH 45066 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2018 Present
Dr. John Mitakides, Dds, Inc. Beavercreek OH 01/2005 10/2018
Study Strategies/College Ready Tutor Dayton OH 01/2015 05/2018
Sove Law, Llc Kettering OH 02/2018 05/2018
  • 10/2018 → Present
    Edward Jones
    St Louis, MO
  • 01/2005 → 10/2018
    Dr. John Mitakides, Dds, Inc.
    Beavercreek, OH
  • 01/2015 → 05/2018
    Study Strategies/College Ready Tutor
    Dayton, OH
  • 02/2018 → 05/2018
    Sove Law, Llc
    Kettering, OH
Previous Registrations
  • 2019-03-01 → 2024-05-21
    Edward Jones
    Dayton, OH
    St Louis, MO
    Dayton, OH
    Beavercreek, OH
    Centerville, OH
    Dayton, OH
    Waynesville, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-28
  • S66 Uniform Combined State Law Examination
    2019-02-28
Other Names
  • Katherine Wynn Vanderkaay
  • Katherine Wynn Moody
  • Katherine Moody
  • Katherine Mitakides

View on SEC IAPD

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FINANCIAL COUNSELING, INC. · SPRINGBORO, OH
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