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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)32 years in industry

KATHRYN JANE HUNTEMAN

Advisor at ISC ADVISORS, INC.

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22a7d2cc-ae49-4f23-517e-afd5ab7aa5aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 18, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ISC ADVISORS, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 14, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Feb 14, 1994
First registration: May 18, 2004
Dual registered: yes, broker-dealer
Other names: KATHRYN HUNTEMAN GORHAM|KATHRYN JANE HUNTEMAN|KATHRYN J HUNTEMAN
IAPD individual key: 2320464

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ISC ADVISORS, INC.	Mixed wealth	Jan 23, 2017	n/a	yes	DALLAS, TX	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 18, 2004	Jul 2, 2008	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ISC ADVISORS, INC.	Jul 2, 2008	Jan 23, 2017	3,127	Firm change after gap	Other

Relationships

Registered with (2)

→ ISC ADVISORS, INC.Registered adviserregistration: current employment
Jan 23, 2017 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 18, 2004 to Jul 2, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22a7d2cc-ae49-4f23-517e-afd5ab7aa5aa
First observed: May 18, 2004
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KATHRYN JANE HUNTEMAN

Advisor at ISC ADVISORS, INC.

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22a7d2cc-ae49-4f23-517e-afd5ab7aa5aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ISC ADVISORS, INC.

Mixed wealth

Jan 23, 2017

n/a

yes

DALLAS, TX

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 18, 2004

Jul 2, 2008

DALLAS, TX|DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ISC ADVISORS, INC.

Jul 2, 2008

Jan 23, 2017

3,127

Firm change after gap

Other