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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

KATHERINE MARIE JAMIL

Advisor at PARK AVENUE SECURITIES LLC

Charlotte, NC | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:c495f286-c475-d3bf-eca0-67c491744cb4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2010 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: PARK AVENUE SECURITIES LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 21, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 10
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jan 21, 2010
First registration: Jan 25, 2010
Dual registered: yes, broker-dealer
Other names: KATHERINE MARIE CORCORAN|KATIE CORCORAN|KATHERINE MARIE CORCORAN|KATHERINE CORCORAN GILBERT|KATIE GILBERT|KATHERINE MARIE CORCORAN GILBERT|KATHERINE CORCORAN GILBERT|KATHERINE CORCORAN GILBERT, CFP|KATHERINE Marie Jamil|Katie Jamil|Katherine Jamil
IAPD individual key: 5596909

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
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jun 29, 2021	n/a	yes	CHARLOTTE, NC\|Charlotte, NC	Current employment
CORNERSTONE WEALTH	Independent wealth	Jan 3, 2018	Mar 24, 2021	no	Charlotte, NC	Previous registration
CORNERSTONE WEALTH	Former SEC adviser	Jan 13, 2015	Dec 31, 2017	no	HUNTERSVILLE, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 25, 2012	Dec 26, 2014	no	HUNTERSVILLE, NC	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Dec 3, 2010	Jun 1, 2012	no	Charlotte, NC	Previous registration
NRP ADVISORS, INC.	n/a	Jan 25, 2010	Nov 29, 2010	no	CHARLOTTE, NC\|BRYAN, OH	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
CORNERSTONE WEALTH	PARK AVENUE SECURITIES LLC	Mar 24, 2021	Jun 29, 2021	97	Firm change	RIA to ibd
CORNERSTONE WEALTH	CORNERSTONE WEALTH	Dec 31, 2017	Jan 3, 2018	3	Channel change	Other
LPL FINANCIAL LLC	CORNERSTONE WEALTH	Dec 26, 2014	Jan 13, 2015	18	Firm change	Other
NFP ADVISOR SERVICES, LLC	LPL FINANCIAL LLC	Jun 1, 2012	May 25, 2012	-7	Firm change	Other
NRP ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Nov 29, 2010	Dec 3, 2010	4	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
157935:289971:NC:2017-12-31	Dec 31, 2017	Jan 3, 2018	HUNTERSVILLE, NC	Firm change

Relationships

Registered with (6)

→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: current employment
Jun 29, 2021 to presentfactForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Jan 3, 2018 to Mar 24, 2021factForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Jan 13, 2015 to Dec 31, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 25, 2012 to Dec 26, 2014factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Dec 3, 2010 to Jun 1, 2012factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Jan 25, 2010 to Nov 29, 2010factForm ADV

Dated events

No dated event names this entity yet.