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Kathryn L O'COnnor

Wealthspire Advisors

Reston, VA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-05
  • VA RA
    APPROVED
    Since 2023-09-05

Branch Locations

11911 Freedom Drive, Suite 700, Reston, VA 20190 • 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
Wealthspire Advisors Reston VA 07/2023 Present
Wealthspire Advisors Reston VA 06/2022 07/2022
Virginia Tech Blacksburg VA 08/2020 05/2023
Middle/High School Warrenton VA 07/2013 08/2020
  • 07/2023 → Present
    Wealthspire Advisors
    Reston, VA
  • 06/2022 → 07/2022
    Wealthspire Advisors
    Reston, VA
  • 08/2020 → 05/2023
    Virginia Tech
    Blacksburg, VA
  • 07/2013 → 08/2020
    Middle/High School
    Warrenton, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-05
  • S65 Uniform Investment Adviser Law Examination
    2023-09-05

View on SEC IAPD

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MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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