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Kathryn L. Wilson

Gerber, LLC

Columbus, OH

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Current Employers
Gerber, Llc

580 N Fourth Street Suite 400, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-01
  • OH RA
    APPROVED
    Since 2025-08-01

Branch Locations

580 N Fourth Street Suite 400, Columbus, OH 43215 • 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
Raymond James Financial Services, Inc. Columbus OH 10/2014 11/2020
Gerber, Llc Columbus OH 06/2014 10/2020
Ameriprise Financial Services, Llc Columbus OH 11/2020 08/2023
J.P. Morgan Securities Llc Columbus OH 08/2023 07/2025
Gerber, Llc Columbus OH 07/2025 Present
Purshe Kaplan Sterling Investments, Inc. Columbus OH 07/2025 Present
Clear Course Wealth Advisors Columbus OH 10/2020 08/2023
  • 10/2014 → 11/2020
    Raymond James Financial Services, Inc.
    Columbus, OH
  • 06/2014 → 10/2020
    Columbus, OH
  • 11/2020 → 08/2023
    Columbus, OH
  • 08/2023 → 07/2025
    Columbus, OH
  • 07/2025 → Present
    Columbus, OH
  • 07/2025 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Columbus, OH
  • 10/2020 → 08/2023
    Clear Course Wealth Advisors
    Columbus, OH
Previous Registrations
Other Businesses

1) Gerber LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 07/2025. 160 hrs/month; 120 trading hours. Financial Analysis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-19
  • S66 Uniform Combined State Law Examination
    2017-06-19
Other Names
  • Katie Burns
  • Katie Wilson
  • Kathryn Lyn Burns
  • Kathryn L Wilson
  • Kathryn L. Wilson
  • Kathryn Lyn Wilson

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