Katherine Healey

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-06-12

CO RA
APPROVED

Since 2025-06-12

Branch Locations

14142 Denver West Parkway Bldg 51 Ste 170, Lakewood, CO 80401 • 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

Organization	City	State	From	To
Synergy One Lending	Boulder	CO	07/2021	10/2024
Guaranteed Rate Mortgage	Chicago	IL	06/2012	06/2021
Northwestern Mutual	Denver	CO	10/2024	03/2025
Edward Jones	St. Louis	MO	05/2025	Present

07/2021 → 10/2024

Synergy One Lending

Boulder, CO
06/2012 → 06/2021

Guaranteed Rate Mortgage

Chicago, IL
10/2024 → 03/2025

Northwestern Mutual

Denver, CO
05/2025 → Present

Edward Jones

St. Louis, MO

Other Businesses

Self Type of business: Rental Property Denver, CO Start date: 12/20/2019 Owner Hours per week: 1 Hours during trading: 0 Hire and communicate with Management Company.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-11
S63	Uniform Securities Agent State Law Examination	2025-03-17

S66 Uniform Combined State Law Examination

2025-06-11
S63 Uniform Securities Agent State Law Examination

2025-03-17

Other Names

Kate Healey
Kate Healey
Katherine Deane Healey

View on SEC IAPD

Current Employers

Edward Jones

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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