Kathryn Marie Rose

Current Employers

Employment History

• 06/2026 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors​
  Vienna, VA
• 09/2022 → 05/2026
  Bentley University
  Waltham, MA
• 08/2025 → 05/2026
  Bentley University
  Waltham, ME
• 10/2025 → 12/2025
  Bentley University
  Waltham, MA
• 09/2023 → 05/2026
  Bentley University
  Waltham, MA
• 08/2025 → 12/2025
  Bentley University
  Waltham, MA
• 01/2026 → 05/2026
  Bentley University
  Waltham, MA
• 05/2025 → 08/2025
  Aptitude Research
  Boston, MA
• 05/2023 → 01/2025
  Norway Savings Bank
  Bridgton, ME
• 09/2018 → 06/2022
  Lake Region High School
  Naples, ME
• 06/2020 → 05/2022
  Lake Region Catering
  Naples, ME
• 06/2020 → 08/2020
  Gateway To Opportunities Partnered With Loon Echo Land Trust
  Bridgton, ME
• 09/2015 → 06/2018
  Lake Region Middle School
  Naples, ME
• 06/2018 → 09/2018
  Unemployed
  Bridgton, ME

Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-27

Other Names

• Kate Marie Rose