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Kathleen Mary Mcquade

Mcquade, Kathleen Mary

Laurel, MD

CRD 3182212

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Employer firm

Mcquade, Kathleen Mary CRD 155892

10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Mcquade, Kathleen Mary

Laurel, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-03-21
  • MD RA
    APPROVED
    Since 2022-03-21

Branch Locations

Laurel, MD • 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
The Precursor Group Broker-Dealer Washington DC 08/2001 Present
Mcquade, Kathleen Mary Laurel MD 12/2010 Present
  • 08/2001 → Present
    The Precursor Group Broker-Dealer
    Washington , DC
  • 12/2010 → Present
    Mcquade, Kathleen Mary
    Laurel, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-23
  • S65 Uniform Investment Adviser Law Examination
    2008-11-23
Designations
  • Certified Financial Planner
Other Names
  • Kathleen Mary Mcquade

View on SEC IAPD

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