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Kathryn Ortolf

Wells Fargo Advisors Financial Network, LLC

Doylestown, PA

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
PA RA APPROVED 2023-07-13
  • TX RA
    APPROVED
    Since 2023-08-23
  • PA RA
    APPROVED
    Since 2023-07-13

Branch Locations

2003 S Easton Rd Ste 208, Doylestown, PA 18901 • 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
Wells Fargo Advisors Financial Network, Llc Doylestown PA 06/2022 Present
Messer Llc Bridgewater NJ 02/2020 05/2022
Messer Llc Stewartsville NJ 03/2019 01/2020
Linde Llc Stewartsville NJ 06/2016 02/2019
Villanova University Villanova PA 06/2019 12/2021
  • 06/2022 → Present
    Wells Fargo Advisors Financial Network, Llc
    Doylestown, PA
  • 02/2020 → 05/2022
    Messer Llc
    Bridgewater, NJ
  • 03/2019 → 01/2020
    Messer Llc
    Stewartsville, NJ
  • 06/2016 → 02/2019
    Linde Llc
    Stewartsville, NJ
  • 06/2019 → 12/2021
    Villanova University
    Villanova, PA
Other Businesses

JK PARTNERS LLC, INV RELATED, DOYLESTOWN, PA, 5% OWNERSHIP, START 1/1/2025, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-13
  • S66 Uniform Combined State Law Examination
    2023-07-13

View on SEC IAPD

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ARCHETYPE ADVISORS, LLC
TRIDENT ADVISORS INC
WINTHROP PARTNERS - EPA, LLC
RODGERS BROTHERS, INC.

Other Investors

MICHAEL ALAN HALVORSEN
Joseph Michael Bates
PAUL HARRISON KRUMENACKER
ANTHONY SCOTT STENCLER
Emma Nelson Jenkins-Long
MICHAEL STUART SHEEHY
DAVID FOWLER JENKINS
Jonathan Robert Harvey

Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA
MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
RODGERS BROTHERS, INC. · Doylestown, PA

More in Doylestown, PA

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