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

KATY SONG FINANCIAL PLANNING, INC.

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

Nov 21, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 21, 2002

First registration

Jun 7, 2017

Dual registered

no

Other names

KATHRYN MOORE|KATHRYN DAVIS MOORE

IAPD individual key

4592147

• Occurred

  Apr 17, 2025
  Advisor changed firm

  Kathryn D Song left Domain Money Advisors, Llc for Katy Song Financial Planning, Inc. (registered 2026-01-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5538a81-eabf-4d29-02fc-d9face6ae2a3

First observed

Jun 7, 2017

Last observed

Sep 14, 2026 5 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.