Katrina Jael Kourkoutis

Employer firm

A More Certain Path CRD 317497

Reported services (Item 5G)

• Financial planning
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2016
  Crescent Sterling, Ltd.
  Metairie, LA
• 10/2018 → 05/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2017 → 05/2019
  Physicians Resource Group
  Lincoln, NE
• 07/2019 → 01/2022
  Montz Harcus Wealth Management
  New Orleans, LA
• 06/2022 → 02/2024
  Mometrix Media, Llc
  Beaumont, TX
• 01/2022 → Present
  A More Certain Path, Llc
  Metairie, LA
• 01/2024 → Present
  Intuit, Inc.
  Mountain View, CA
• 03/2026 → Present
  Amcp Tax And Bookkeeping Services, Llc
  Metairie, LA
• 06/2026 → Present
  Mometrix Media, Llc
  Beaumont, TX

Previous Registrations

• 2019-07-03 → 2022-01-25
  Montz Harcus Wealth Management
  New Orleans, LA
• 2018-10-31 → 2019-06-03
  Ameritas Investment Company, Llc
  Lincoln, NE
  New Orleans, LA
  Glendale, AZ
• 2016-11-05 → 2016-12-08
  Crescent Sterling Ltd.
  Metairie, LA
• 2010-10-18 → 2016-04-20
  Pebble Management Group
  Harahan, LA
• 2009-10-22 → 2010-10-15
  Wealthharbor Capital Group, Llc
  Metairie, LA

Other Businesses

Ms. Kourkoutis is owner and sole practitioner of AMCP Tax and Bookkeeping Services, LLC d/b/a A More Certain Path, which operates out of the same principal office and place of business as A More Certain Path, LLC, namely 408 Shrewsbury Ct, Jefferson, LA 70121 and mailing address 1 Galleria Blvd., Suite 1900, Metairie, LA 70001. The nature of the business is tax planning and preparation and bookkeeping services. A More Certain Path, LLC and AMCP Tax and Bookkeeping Services, LLC are affiliated businesses offering complementary financial services to each company's respective clients for ease of access for clients and to provide more comprehensive financial-related services to individuals and small businesses. Ms. Kourkoutis also works as a tax preparer as a seasonal employee for Intuit, Inc, generally between Jan 9 and Apr 15. Neither of these activities are investment management or investment advice related. During tax season between Jan 9 - Apr 15 and the extension season between Aug 15 - Oct 15, 20 - 40+ hours may be spent on tax services, between the hours of 9 am and 9 pm. Otherwise, 0 - 40 hours may be spent on this business in any given week, depending on the respective company's active engagements at the time. As of this filing, A More Certain Path, LLC is updating its disclosures to announce this relationship. Prior to this date, AMCP Tax and Bookkeeping Services, LLC had not open for business and has not advertised, offered, or engaged any client for tax or bookkeeping services. A More Certain Path, LLC does not execute trades on a discretionary or non-discretionary basis and thus does not accept trading instructions during securities trading hours or any other time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-08

Designations

• Certified Financial Planner