Katherine Diane Agrillo

Current Employers

Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-03-11

NY RA
APPROVED

Since 2026-03-11

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

525 Stewart Ave, Bethpage, NY 11714 • 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
Lpl Financial Llc	East Meadow	NY	02/2000	01/2024
The Pinnacle Financial Group	East Meadow	NY	05/2013	01/2024
Multiplex Planning Dba Agillo Financial Group	Bethpage	NY	08/1998	Present
Cwm, Llc	Omaha	NE	03/2026	Present

02/2000 → 01/2024

Lpl Financial Llc

East Meadow, NY
05/2013 → 01/2024

The Pinnacle Financial Group

East Meadow, NY
08/1998 → Present

Multiplex Planning Dba Agillo Financial Group

Bethpage, NY
03/2026 → Present

Cwm, Llc

Omaha, NE

Other Businesses

9/18/2012 - REAL ESTATE RENTAL - 1858 HEMPSTEAD TPKE REALTY - WE OWN THE BUILDING THAT WE CONDUCT BUSINESS. THERE IS A RENTAL OFFICE UNIT NEXT DOOR AND AN APARTMENT UPSTAIRS. - TIME SPENT 1% - EAST MEADOW, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-03-27

S63 Uniform Securities Agent State Law Examination

1986-03-27

Designations

Other Names

Katherine Diane Agrillo
Katherine D. Agrillo

View on SEC IAPD