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

RED CLOVER WEALTH MANAGEMENT, LLC

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

Aug 14, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Aug 14, 2000

First registration

Mar 16, 2012

Dual registered

no

Other names

KATHLEEN COLBURN BALLESTEROS|BALLESTEROS KATHLEEN COLBURN|KATHLEEN MARY COLBURN|KATHLEEN MARY COLBURN

IAPD individual key

2647975

• Occurred

  Jul 7, 2025
  Advisor changed firm

  Kathleen Colburn Cote left Apforia for Red Clover Wealth Management, Llc (registered 2025-07-07)

  Form ADVobserved 6 days ago
• Occurred

  Mar 19, 2024
  Advisor changed firm

  Kathleen Colburn Cote left Red Clover Financial Planning, Llc for Apforia (registered 2024-03-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d502e338-ece7-349f-22d3-0435212252ed

First observed

Mar 16, 2012

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.