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Inactive

Kaitlin Marie Horsch

Ellevest

New York, NY

Chicago, IL

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Current Employers
Ellevest

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-08-18
NY RA APPROVED 2022-08-18
TX RA APPROVED 2022-08-18
  • IL RA
    APPROVED
    Since 2022-08-18
  • NY RA
    APPROVED
    Since 2022-08-18
  • TX RA
    APPROVED
    Since 2022-08-18

Branch Locations

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Chicago, IL • 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
Kpmg Chicago IL 10/2013 11/2017
Ubs Chicago IL 11/2017 04/2022
Ellevest Chicago IL 05/2022 11/2024
Ellevest Chicago IL 11/2024 Present
  • 10/2013 → 11/2017
    Kpmg
    Chicago, IL
  • 11/2017 → 04/2022
    Ubs
    Chicago, IL
  • 05/2022 → 11/2024
    Ellevest
    Chicago, IL
  • 11/2024 → Present
    Ellevest
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-11
  • S66 Uniform Combined State Law Examination
    2018-01-11
Designations

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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