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Katherine Danielle Staten-Sneed

Acumen Wealth Advisors, LLC

Chattanooga, TN

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Current Employers
Acumen Wealth Advisors, Llc

250 Forest Avenue, Chattanooga, TN 37405 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-21
  • TN RA
    APPROVED
    Since 2025-01-21

Branch Locations

250 Forest Avenue, Chattanooga, TN 37405 • 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
Acumen Wealth Advisors, Llc Chattanooga TN 09/2019 Present
New York Life Insurance Company Chattanooga TN 08/2018 09/2019
Il Primo Chattanooga TN 01/2017 12/2018
Ruby Tuesday Chattanooga TN 06/2016 12/2016
  • 09/2019 → Present
    Acumen Wealth Advisors, Llc
    Chattanooga, TN
  • 08/2018 → 09/2019
    New York Life Insurance Company
    Chattanooga, TN
  • 01/2017 → 12/2018
    Il Primo
    Chattanooga, TN
  • 06/2016 → 12/2016
    Ruby Tuesday
    Chattanooga, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-03
  • S65 Uniform Investment Adviser Law Examination
    2020-09-03
Other Names
  • Katherine Danielle Sanchez
  • Katherine Danielle Staten-Sneed
  • Katie Sneed

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

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