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Katharine Kelia Patrick

Core Capital Management And Research Inc.

Houston, TX

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Current Employers
Core Capital Management And Research Inc.

3401 Allen Parkway, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-05
  • TX RA
    APPROVED
    Since 2023-10-05

Branch Locations

3401 Allen Parkway, Houston, TX 77019 • 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
Core Capital Management & Research Houston TX 10/2023 Present
Backswing Golf Events Phoenix AZ 10/2021 Present
Lpgs Epson Tour Daytona Beach FL 10/2019 10/2022
Self Houston TX 01/2021 09/2021
Self Houston TX 07/2019 04/2020
University Of Virginia Charlottsville VA 08/2015 05/2019
  • 10/2023 → Present
    Core Capital Management & Research
    Houston, TX
  • 10/2021 → Present
    Backswing Golf Events
    Phoenix, AZ
  • 10/2019 → 10/2022
    Lpgs Epson Tour
    Daytona Beach, FL
  • 01/2021 → 09/2021
    Self
    Houston, TX
  • 07/2019 → 04/2020
    Self
    Houston, TX
  • 08/2015 → 05/2019
    University Of Virginia
    Charlottsville, VA
Other Businesses

Backswing Golf Events, Not investment related. 10810 N. Tatum Blvd., Phoenix, AZ. Professional fund raiser, start 10/14/2021. Average 25 hours/month, average 23 hours during trading hours. Raise money for charities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-09-17

View on SEC IAPD

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