Katherine Elaine Nolte

Current Employers

Employment History

• 11/2009 → 05/2017
  Trinity Portfolio Advisors, Llc
  Fort Worth, TX
• 05/2017 → Present
  Pride Financial Advisors
  Keller, TX
• 06/2018 → 06/2024
  Tamp Advisory Solutions, Llc
  Destin, FL

Previous Registrations

• 2017-05-25 → 2024-07-15
  Wealthtrust Asset Management, Llc
  Keller, TX
  Destin, FL
• 2009-11-18 → 2017-05-17
  Trinity Portfolio Advisors, Llc
  Southlake, TX
  Southlake, TX
  Keller, TX
• 2006-02-13 → 2009-11-19
  Mml Investors Services, Llc
  Fort Worth, TX
  Plano, TX
• 2002-09-20 → 2006-02-09
  Osaic Fa, Inc.
  Dallas, TX
  Frisco, TX
  Addison, TX

Other Businesses

Pride Financial Consulting and Pride Business Consulting; Insurance Agent: Life, Accident, Health and HMO; Start date: 2012; 10-20 hrs/month dedicated to this activity most of which takes place during trading hours. Fixed annuities sales and service, record maintenance and organization, coordination of ongoing business activities, board decisions regarding maintenance and operation of community cemetery.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-17
• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Other Names

• Katherine Edwards
• Katherine Elaine Nolte
• Katherine Nolte Mcgahren
• Katherine E Nolte