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Katherine Anne Livingston

Curran Financial Partners, LLC

Daniel Island, SC

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Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-15
  • SC RA
    APPROVED
    Since 2025-01-15

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • 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
Synovus Athens GA 03/2021 08/2022
Synovus Athens GA 08/2022 09/2023
Curran Financial Partners Charleston SC 09/2023 Present
Unemployed Athens GA 09/2013 03/2021
  • 03/2021 → 08/2022
    Synovus
    Athens, GA
  • 08/2022 → 09/2023
    Synovus
    Athens, GA
  • 09/2023 → Present
    Curran Financial Partners
    Charleston, SC
  • 09/2013 → 03/2021
    Unemployed
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23

View on SEC IAPD

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