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7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-18 |
| CA | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-11-08 |
| WA | RA | APPROVED | 2024-08-13 |
Branch Locations
7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Los Angeles | CA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 04/2019 |
| Kcs Wealth Advisory | Los Angeles | CA | 04/2019 | 07/2023 |
| Equalis Financial Llc | Los Angeles | CA | 07/2023 | Present |
| Avise Financial | Los Angeles | CA | 10/2023 | Present |
| Thesis Financial Planning | Burbank | CA | 03/2026 | Present |
Coven Divorce, Inc.; Not investment related; 4240 Jasmine Ave. Culver City, CA, 90232; Coven exists to help women reclaim their divorce with a sense of belonging, clarity and empowerment; Advisor Board Member; Expert Advisory Board Member; February 23, 2026; Total hours 7; Total hours during securities trading hours 0; Assist in counseling the Company's in its overall Content strategy. Katrina has received equity shares in Coven Divorce as compensation for this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-25 |
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