DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

Katherine Navarro Martin

Advisor at CAHABA WEALTH MANAGEMENT, INC.

ATLANTA, GA | Birmingham, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f711bd44-7ddc-4db1-3d7b-941f7e0aee62

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 7, 2018 to Sep 15, 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: CAHABA WEALTH MANAGEMENT, INC.
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: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 2, 2018
First registration: May 7, 2018
Dual registered: no
Other names: Kaitlin Navarro|Katherine Marie Navarro|Kaitlin Martin
IAPD individual key: 6563534

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
CAHABA WEALTH MANAGEMENT, INC.	Independent wealth	Mar 14, 2025	n/a	yes	Birmingham, AL\|ATLANTA, GA	Current employment
MORGAN STANLEY	Wirehouse	Aug 5, 2022	Mar 14, 2025	no	Dallas, TX\|Vestavia Hills, AL\|Plano, TX	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 6, 2019	Jul 13, 2022	no	JACKSON, MS	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	May 7, 2018	Sep 4, 2019	no	Birmingham, AL	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
MORGAN STANLEY	CAHABA WEALTH MANAGEMENT, INC.	Mar 14, 2025	Mar 14, 2025	0	Firm change	Wirehouse to RIA
RAYMOND JAMES & ASSOCIATES, INC.	MORGAN STANLEY	Jul 13, 2022	Aug 5, 2022	23	Firm change	Ibd to wirehouse
PNC MANAGED ACCOUNT SOLUTIONS, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 4, 2019	Sep 6, 2019	2	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CAHABA WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Mar 14, 2025 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 5, 2022 to Mar 14, 2025factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 6, 2019 to Jul 13, 2022factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
May 7, 2018 to Sep 4, 2019factForm ADV

Dated events

Occurred
Mar 14, 2025
Advisor changed firm
Katherine Navarro Martin left Morgan Stanley for Cahaba Wealth Management, Inc. (registered 2025-03-14)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Katherine Navarro Martin left Raymond James & Associates, Inc. for Morgan Stanley (registered 2022-08-05)
Form ADVobserved 5 days ago