Kathryn Bruzas Hauer

Current Employers

Wilson David Investment Advisors

227 Gateway Drive Ste. 159, Aiken, SC 29803 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2014-11-05

SC RA
APPROVED

Since 2014-11-05

Branch Locations

Aiken, SC • 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

Organization	City	State	From	To
Aiken Technical College	Aiken	SC	01/2012	Present
Wilson David Investment Advisors	Aiken	SC	11/2014	Present
Benzinga	Detroit	MI	03/2021	Present
Ellevest	New York	NY	11/2023	Present

01/2012 → Present

Aiken Technical College

Aiken, SC
11/2014 → Present

Wilson David Investment Advisors

Aiken, SC
03/2021 → Present

Benzinga

Detroit, MI
11/2023 → Present

Ellevest

New York, NY

Previous Registrations

2023-11-28 → 2024-02-14

Ellevest

New York, NY

Aiken, SC

Other Businesses

Since March 2021, Editor providing editing services for the financial publication Benzinga. Non-investment-related. 877-440-9464, One Campus Martius, Suite 200, Detroit, MI 48226. Approximately 40 hours per week during non-trading hours. Since January 2012, Adjunct Professor of Business Communications teaching business communications to college students on a part-time basis for Aiken Technical College, 2276 Jefferson Davis Hwy, Graniteville, SC 29829, (803) 593-9231. Non-investment-related. Approximately 5 hours per week during non-trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-17

S65 Uniform Investment Adviser Law Examination

2014-07-17

Designations

View on SEC IAPD