Katheryn Renee Muckleroy

Current Employers

Employment History

• 08/2016 → Present
  Ubs Financial Services
  Tyler, TX

Previous Registrations

• 2012-07-10 → 2016-08-18
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

1) Junior League of Tyler / United States / 1919 S. Donnybrook Ave / Tyler / TX / United States / 75701 / / No / Charity / / Charity / / Volunteer for the community. / Active / Other / Member of Investment Committee / This committee oversees CD's that Junior League holds. I will attend a meeting when a CD comes due (usually once/yr) to look at renewing the CD. / 8 / No / No / No / No / Start Date 06/01/2018 / End Date 05/31/2019 / No / / No / / No / No No / Tyler, TX, USA (Smith County) / No / / No / / To serve the Junior League of Tyler. / No / 2) Children's Advocacy Center of Smith County / 2210 Frankson Hwy Tyler,TX 75701 / Charity/ Charity / The CAC is dedicated to child victims of physical and sexual abuse and strives to reduce trauma though a unified effort towards the healing of children and their families. / Other / member of the decorations committee for their Bling-O fundraiser / Planning and executing the building of table centerpieces and event decorations. / Start Date 1/28/2019 / 3)Junior League of Tyler, Mistle Toe & Magic Committee / 1919 S. Donnybrook Ave./Tyler/ TX 75701/United States/ Charity / An organization of women committed to promoting voluntarism and improving the community through the effective action and leadership of trained volunteers./ Assistant Treasurer/Treasurer for Mistletoe and Magic Committee /Enter checks (for expenses) in Quickbooks once approved by M&M Committee Chair. Print checks for signatures (committee chair or President of the Board will sign checks). Make copies of checks (deposits). Record deposits in QuickBooks. Provide deposit reports to Financial V.P. Provide information on budget/help make sure committee stays within budget (via reports). / Start Date 2/1/2019 4) Dayspring Methodist Church, Tyler Texas United States75703, Charity, To minister to church members, attendees and the community around Dayspring, Member of a committee representing the interests of any third party, I will serve as a member on the finance committee. The committee is responsible for setting the annual budget, monitoring and revising to make sure the church and the different ministries within the church can operate effectively within their budget or make adjustments as needed and to help ensure we are good stewards of the donations given, start date-1/1/2025.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-22
• S63 Uniform Securities Agent State Law Examination
  2011-09-01

Other Names

• Katheryn Muckleroy