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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Katrina Jael Kourkoutis

Advisor at A MORE CERTAIN PATH

JEFFERSON, LA | Jefferson, LA

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Search this name across graphsid dfx:ria:97aaa7c2-87cc-39a0-cc21-ed2d906f115e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 22, 2009 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: A MORE CERTAIN PATH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 8, 2010
First registration: Oct 22, 2009
Dual registered: no
IAPD individual key: 3149979

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
A MORE CERTAIN PATH	State registered	Feb 1, 2022	n/a	yes	Jefferson, LA\|JEFFERSON, LA	Current employment
MONTZ HARCUS WEALTH MANAGEMENT	Independent wealth	Jul 3, 2019	Jan 25, 2022	no	NEW ORLEANS, LA	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Oct 31, 2018	Jun 3, 2019	no	LINCOLN, NE\|NEW ORLEANS, LA\|Glendale, AZ	Previous registration
CRESCENT STERLING LTD.	Independent wealth	Nov 5, 2016	Dec 8, 2016	no	METAIRIE, LA	Previous registration
PEBBLE MANAGEMENT GROUP	Former SEC adviser	Oct 18, 2010	Apr 20, 2016	no	HARAHAN, LA	Previous registration
WEALTHHARBOR CAPITAL GROUP, LLC	Mixed wealth	Oct 22, 2009	Oct 15, 2010	no	METAIRIE, LA	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
MONTZ HARCUS WEALTH MANAGEMENT	A MORE CERTAIN PATH	Jan 25, 2022	Feb 1, 2022	7	Firm change	RIA to state RIA
AMERITAS ADVISORY SERVICES	MONTZ HARCUS WEALTH MANAGEMENT	Jun 3, 2019	Jul 3, 2019	30	Firm change	Ibd to new firm
CRESCENT STERLING LTD.	AMERITAS ADVISORY SERVICES	Dec 8, 2016	Oct 31, 2018	692	Firm change after gap	Other
PEBBLE MANAGEMENT GROUP	CRESCENT STERLING LTD.	Apr 20, 2016	Nov 5, 2016	199	Firm change	Other
WEALTHHARBOR CAPITAL GROUP, LLC	PEBBLE MANAGEMENT GROUP	Oct 15, 2010	Oct 18, 2010	3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
14869:301963:AZ:2019-05-15	Jun 3, 2019	Jul 3, 2019	GLENDALE, AZ	Firm change

Relationships

Registered with (6)

→ A MORE CERTAIN PATHRegistered adviserregistration: current employment
Feb 1, 2022 to presentfactForm ADV
→ MONTZ HARCUS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 3, 2019 to Jan 25, 2022factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 31, 2018 to Jun 3, 2019factForm ADV
→ CRESCENT STERLING LTD.Registered adviserregistration: previous registration
Nov 5, 2016 to Dec 8, 2016factForm ADV
→ PEBBLE MANAGEMENT GROUPRegistered adviserregistration: previous registration
Oct 18, 2010 to Apr 20, 2016factForm ADV
→ WEALTHHARBOR CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 22, 2009 to Oct 15, 2010factForm ADV

Dated events

Occurred
Jan 25, 2022
Advisor changed firm
Katrina Jael Kourkoutis left Montz Harcus Wealth Management for A More Certain Path (registered 2022-02-01)
Form ADVobserved 4 days ago