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Katherine Joan Mcgee

Shepherd Street Advisors

Larkspur, CA

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Current Employers
Shepherd Street Advisors

900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-12
CA RA APPROVED 2024-09-21
  • MD RA
    APPROVED
    Since 2024-11-12
  • CA RA
    APPROVED
    Since 2024-09-21

Branch Locations

900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939 • 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
Shepherd Street Advisors Llc Larkspur CA 05/2024 Present
Wells Fargo San Francisco CA 06/2018 05/2023
Wells Fargo San Francisco CA 12/2008 05/2018
Self-Employed San Francisco CA 06/2023 04/2024
  • 05/2024 → Present
    Shepherd Street Advisors Llc
    Larkspur, CA
  • 06/2018 → 05/2023
    Wells Fargo
    San Francisco, CA
  • 12/2008 → 05/2018
    Wells Fargo
    San Francisco, CA
  • 06/2023 → 04/2024
    Self-Employed
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20

View on SEC IAPD

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