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

HIGH NOTE WEALTH, LLC

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

Apr 25, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63|S66

First exam

Apr 25, 1997

First registration

Nov 4, 2013

Dual registered

no

Other names

KATHERINE MARIE ANTIONETTE VOGEL|KATHERINE MA FORRESTER|KATHERINE MARIE ANTIONETTE FORRESTER|KATHERINE MARIE ANTIONETTE FORRESTER WIRTH|KATHERINE MARIE ANTIONETTE FORRESTER|KATHERINE FORRESTER SCHNEEWIND|KATHERINE FORRESTER SCHNEEWIND

IAPD individual key

2837901

Graph

RIA / Wealth Management

Canonical id

dfx:ria:44602ddb-c08d-706e-3106-1a03a4516aac

First observed

Nov 4, 2013

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.