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Kathryn Michelle Ridge

First Advisors National, LLC

Greenville, TX

CRD 6815123

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-10
  • TX RA
    APPROVED
    Since 2018-01-10

Branch Locations

4815 King Street, Suite B Suite B, Greenville, TX 75401 • 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
Riddgeway Insurance Greenville TX 01/2016 Present
  • 01/2016 → Present
    Riddgeway Insurance
    Greenville, TX
Previous Registrations
  • 2017-06-28 → 2018-01-02
    Center Street Advisors, Inc.
    Greenville, TX
    Nashville, TN
Other Businesses

401katy, LLC; rental property- not investment related; 12/2015; no more than 2 hours per month, Ridgeway Insurance, Greenville, TX, Insurance Services, 40 hours per week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-25
  • S65 Uniform Investment Adviser Law Examination
    2017-05-25
Other Names
  • Kathryn Michelle Hurry
  • Kathryn Michelle Green
  • Katy Ridge
  • Katy Hurry
  • Katy Green
  • Kathryn Ridge

View on SEC IAPD

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