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

PAINTED PORCH ADVISORS 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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom 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

S66

First exam

Jun 24, 2024

First registration

Aug 31, 2018

Dual registered

no

Other names

KATIE NEWELL|Katharine Newell|Katharine Lynn Newell|Katharine L Newell

IAPD individual key

6953300

• Occurred

  Jul 31, 2025
  Advisor changed firm

  Katharine Lynn Newell left J.P. Morgan Securities Llc for Painted Porch Advisors Llc (registered 2025-10-08)

  Form ADVobserved 3 days ago
• Occurred

  Jun 27, 2022
  Advisor changed firm

  Katharine Lynn Newell left Dimensional Fund Advisors Lp for J.P. Morgan Securities Llc (registered 2024-07-23)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f15e7a25-a6be-64e2-4833-e8fba9e5f873

First observed

Aug 31, 2018

Last observed

Sep 14, 2026 4 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.