Kathryn Rose Riesberg

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-11-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Sunnybrook Golf Club	Plymouth Meeting	PA	03/2014	09/2017
Document Solutions Group, Inc.	Malvern	PA	06/2014	09/2018
Temple University, Fox School Of Business	Philadelphia	PA	09/2016	05/2020
Temple University Office Of Institutional Research & Assessment	Philadelphia	PA	02/2018	05/2020
Massmutual Greater Philadelphia	Bala Cynwyd	PA	06/2019	12/2019
Thrive Financial Services	Fort Washington	PA	01/2020	03/2020
Earn Into Wealth, Llc	New York	NY	05/2020	12/2020
Radnor Financial Advisors, Llc	Wayne	PA	01/2021	03/2023
Corient	Wayne	PA	11/2022	Present
Corient Services Llc	Miami	FL	07/2023	Present
Cipw Service Company, Llc	Toronto		01/2023	07/2023

03/2014 → 09/2017

Sunnybrook Golf Club

Plymouth Meeting, PA
06/2014 → 09/2018

Document Solutions Group, Inc.

Malvern, PA
09/2016 → 05/2020

Temple University, Fox School Of Business

Philadelphia, PA
02/2018 → 05/2020

Temple University Office Of Institutional Research & Assessment

Philadelphia, PA
06/2019 → 12/2019

Massmutual Greater Philadelphia

Bala Cynwyd, PA
01/2020 → 03/2020

Thrive Financial Services

Fort Washington, PA
05/2020 → 12/2020

Earn Into Wealth, Llc

New York, NY
01/2021 → 03/2023

Radnor Financial Advisors, Llc

Wayne, PA
11/2022 → Present

Corient

Wayne, PA
07/2023 → Present

Corient Services Llc

Miami, FL
01/2023 → 07/2023

Cipw Service Company, Llc

Toronto

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-30

Other Firms