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Katharine Collins

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2014 04/2022
Bank Of America, N.A Jacksonville FL 07/2019 04/2022
Gwfs Equities, Inc Greenwood Village CO 04/2022 12/2022
Advised Assets Group, Llc Greenwood Village CO 04/2022 12/2022
Fidelity Investments Jacksonville FL 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 07/2019 → 04/2022
    Bank Of America, N.A
    Jacksonville, FL
  • 04/2022 → 12/2022
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 04/2022 → 12/2022
    Advised Assets Group, Llc
    Greenwood Village, CO
  • 03/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-02
  • S66 Uniform Combined State Law Examination
    2016-01-02
Other Names
  • Katie Marie Kohnke
  • Katharine M Kohnke
  • Katharine Katie M Kohnke
  • Katharine Kohnke
  • Katharine Marie Kohnke

View on SEC IAPD

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