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Registered advisor

K••• G•••••• W•••••

G•••••• A••••••• I•••formerPlacentia, Ca IA-onlyIAPD 2418671
Certified Financial Planner
Feed of 09/14/2026
Also filed as Katie G••••••
At current firm
24 y
since Feb 11, 2002
In the industry
32 y
since Dec 29, 1993 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Designations
CFPreportedraiwm.comas printed on the bio page, Sep 16, 2026
Partner or owner
“As President and owner of G•••••• A••••••• Incorporated, she has specialized in helping clients maximize their finances through appropriate strategies, Kate is dedicated to helping people make smart financial and estate planning decision”reportedraiwm.comthe sentence on the bio page
Business email
kate@raiwm.comreportedraiwm.comfirm site, Sep 16, 2026
Professional profile
raiwm.com/team/kate-gregory-walker-cfpreportedraiwm.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Former SEC-registered adviserderived
Years in industry
32derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address