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Inactive

Katherine Aimee Brosnan

Cary Financial Planning, LLC

Cary, NC

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Current Employers
Cary Financial Planning, Llc

1255 Crescent Green Suite 200, Cary, NC 27518 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-28
  • NC RA
    APPROVED
    Since 2024-10-28

Branch Locations

1255 Crescent Green Suite 200, Cary, NC 27518 • 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
Futures Inc Raleigh NC 01/2008 04/2018
Carolina Angel Network Chapel Hill NC 10/2022 03/2024
Self Employed Raleigh NC 03/2024 10/2024
Cary Financial Planning, Llc Cary NC 10/2024 Present
Mba Program Chapel Hill NC 10/2017 03/2020
Dalton Institute Chapel Hill NC 03/2020 10/2022
  • 01/2008 → 04/2018
    Futures Inc
    Raleigh, NC
  • 10/2022 → 03/2024
    Carolina Angel Network
    Chapel Hill, NC
  • 03/2024 → 10/2024
    Self Employed
    Raleigh, NC
  • 10/2024 → Present
    Cary Financial Planning, Llc
    Cary, NC
  • 10/2017 → 03/2020
    Mba Program
    Chapel Hill, NC
  • 03/2020 → 10/2022
    Dalton Institute
    Chapel Hill, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-02
  • S66 Uniform Combined State Law Examination
    2023-09-02
Designations
Other Names
  • Katherine A Brosnan

View on SEC IAPD

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BRODIE WEALTH MANAGEMENT

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LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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