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

KATHMERE CAPITAL MANAGEMENT, 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

Jul 17, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jul 17, 2013

First registration

Jan 20, 2015

Dual registered

no

Other names

CLARE P COX|CLARE PATRICIA COX|CLARE PATRICIA DIAMOND

IAPD individual key

6209421

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a2d1041b-7f5c-fbf9-9f20-41e5f2f41e81

First observed

Jan 20, 2015

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.