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Katherine Marie Morrison

Prota Financial

Houston, TX

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Current Employers
Prota Financial

1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-02
  • TX RA
    APPROVED
    Since 2022-12-02

Branch Locations

1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • 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
The University Of Texas Austin TX 01/2016 05/2018
Not Employed Houston TX 06/2018 01/2019
Humble Isd Humble TX 01/2019 05/2019
Not Employed Houston TX 06/2019 08/2019
Spring Branch Isd Houston TX 08/2019 08/2021
St. Theresa Catholic School, Houston TX 08/2021 08/2022
Not Employed Houston TX 08/2022 11/2022
Prota Financial Houston TX 11/2022 Present
  • 01/2016 → 05/2018
    The University Of Texas
    Austin, TX
  • 06/2018 → 01/2019
    Not Employed
    Houston, TX
  • 01/2019 → 05/2019
    Humble Isd
    Humble, TX
  • 06/2019 → 08/2019
    Not Employed
    Houston, TX
  • 08/2019 → 08/2021
    Spring Branch Isd
    Houston, TX
  • 08/2021 → 08/2022
    St. Theresa Catholic School,
    Houston, TX
  • 08/2022 → 11/2022
    Not Employed
    Houston, TX
  • 11/2022 → Present
    Prota Financial
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02
Other Names
  • Katie Morrison

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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