Inactive

Katelyn Adelaide Goepferich

Jarvis Global Investments LLC

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Current Employers

Jarvis Global Investments Llc

Loveland, OH • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2020-11-24
TX	RA	APPROVED	2019-03-06
OH	RA	APPROVED	2018-10-31

KY RA
APPROVED

Since 2020-11-24
TX RA
APPROVED

Since 2019-03-06
OH RA
APPROVED

Since 2018-10-31

Branch Locations

Loveland, OH • 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

Organization	City	State	From	To
Monkey Bar & Grille	Maineville	OH	08/2018	03/2019
Peace Stamps	Loveland	OH	03/2017	Present
Bishop's Quarter	Loveland	OH	02/2019	09/2021
University Of Cincinnati	Cincinnati	OH	01/2020	04/2022
Jarvis Global Investments, Llc	Loveland	OH	08/2018	Present
Office Of The Comptroller Of The Currency	Blue Ash	OH	05/2016	06/2017
Ohio High School Athletic Association	Columbus	OH	03/2022	Present

08/2018 → 03/2019

Monkey Bar & Grille

Maineville, OH
03/2017 → Present

Peace Stamps

Loveland, OH
02/2019 → 09/2021

Bishop's Quarter

Loveland, OH
01/2020 → 04/2022

University Of Cincinnati

Cincinnati, OH
08/2018 → Present

Jarvis Global Investments, Llc

Loveland, OH
05/2016 → 06/2017

Office Of The Comptroller Of The Currency

Blue Ash, OH
03/2022 → Present

Ohio High School Athletic Association

Columbus, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-06

S65 Uniform Investment Adviser Law Examination

2019-03-06

Designations

Other Names

Katelyn Adelaide Jarvis

View on SEC IAPD

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