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.

Current firm

VESTMARK ADVISORY SOLUTIONS, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Aug 2, 2019

First registration

Oct 23, 2023

Dual registered

no

Other names

KATELYN SHANKROFF|KATELYN NICOLE SHANKROFF

IAPD individual key

7130689

• Occurred

  Aug 19, 2025
  Advisor changed firm

  Katelyn Nicole Webster left Motley Fool Wealth Management, Llc for Vestmark Advisory Solutions, Inc. (registered 2025-12-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b7fea89-dfdb-c8fe-fb4d-c12ce9c30345

First observed

Oct 23, 2023

Last observed

Sep 15, 2026 4 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.