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Katelyn Elizabeth Kantruss

Veridian Capital Partners

Frederick, MD

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Current Employers
Veridian Capital Partners

7101 Guilford Drive, Suite 104, Frederick, MD 21704 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-05-12
  • MD RA
    APPROVED
    Since 2023-05-12

Branch Locations

7101 Guilford Drive, Suite 104, Frederick, MD 21704 • 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
Bny Mellon Boston MA 11/2014 09/2018
Stay At Home Parent Westminster MD 09/2018 01/2020
Lighthouse Wealth Management New Market MD 01/2020 05/2021
Unemployed Woodbine MD 05/2021 08/2021
Veridian Capital Partners Woodbine MD 09/2021 Present
  • 11/2014 → 09/2018
    Bny Mellon
    Boston, MA
  • 09/2018 → 01/2020
    Stay At Home Parent
    Westminster, MD
  • 01/2020 → 05/2021
    Lighthouse Wealth Management
    New Market, MD
  • 05/2021 → 08/2021
    Unemployed
    Woodbine, MD
  • 09/2021 → Present
    Woodbine, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-12
  • S65 Uniform Investment Adviser Law Examination
    2023-05-12

View on SEC IAPD

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