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Katherine Louise Malone

Malone Financial Planning LLC

Mckinney, TX

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Current Employers
Malone Financial Planning Llc

Mckinney, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-12
  • TX RA
    APPROVED
    Since 2023-10-12

Branch Locations

Mckinney, TX • 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
Citrine Capital San Francisco CA 10/2021 01/2023
Baylor Scott & White Health Dallas TX 08/2015 10/2021
Malone Financial Planning Llc Dallas TX 07/2023 07/2025
Self-Employed Dallas TX 01/2023 07/2023
Malone Financial Planning Llc Mckinney TX 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-18
  • S65 Uniform Investment Adviser Law Examination
    2022-03-18
Other Names
  • Katherine Malone
  • Katherine Miley
  • Kate Miley

View on SEC IAPD

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