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RIA / WealthAdvisorCertified Financial Planner23 years in industry

KATE CARDILLO BROWN

Advisor at FORT WASHINGTON INVESTMENT ADVISORS INC

CINCINNATI, OH

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Search this name across graphsid dfx:ria:3f0dbddb-e310-d33b-7aa1-34e11885d04f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2003 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: FORT WASHINGTON INVESTMENT ADVISORS INC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 20, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 20, 2002
First registration: Feb 21, 2003
Dual registered: no
Other names: KATE VIRGINIA CARDILLO
IAPD individual key: 4607477

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
FORT WASHINGTON INVESTMENT ADVISORS INC	Institutional manager	Sep 9, 2015	n/a	yes	CINCINNATI, OH	Current employment
DAVIS WEALTH MANAGEMENT	Former SEC adviser	May 28, 2010	Jun 20, 2011	no	DURHAM, NC	Previous registration
VERUS FINANCIAL PARTNERS	Independent wealth	Feb 8, 2008	Aug 31, 2009	no	RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 8, 2004	Jun 18, 2007	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	May 8, 2003	Nov 17, 2003	no	RICHMOND, VA	Previous registration
WADDELL & REED	Former SEC adviser	Feb 21, 2003	Mar 13, 2003	no	RICHMOND, VA	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
DAVIS WEALTH MANAGEMENT	FORT WASHINGTON INVESTMENT ADVISORS INC	Jun 20, 2011	Sep 9, 2015	1,542	Firm change after gap	Other
VERUS FINANCIAL PARTNERS	DAVIS WEALTH MANAGEMENT	Aug 31, 2009	May 28, 2010	270	Firm change	Other
WELLS FARGO ADVISORS	VERUS FINANCIAL PARTNERS	Jun 18, 2007	Feb 8, 2008	235	Firm change	Other
MSI FINANCIAL SERVICES, INC.	WELLS FARGO ADVISORS	Nov 17, 2003	Oct 8, 2004	326	Firm change	Other
WADDELL & REED	MSI FINANCIAL SERVICES, INC.	Mar 13, 2003	May 8, 2003	56	Firm change	Other

Relationships

Registered with (6)

→ FORT WASHINGTON INVESTMENT ADVISORS INCRegistered adviserregistration: current employment
Sep 9, 2015 to presentfactForm ADV
→ DAVIS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 28, 2010 to Jun 20, 2011factForm ADV
→ VERUS FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Feb 8, 2008 to Aug 31, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 8, 2004 to Jun 18, 2007factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 8, 2003 to Nov 17, 2003factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 21, 2003 to Mar 13, 2003factForm ADV

Dated events

No dated event names this entity yet.