DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kathleen Graham Marteney

Provenance Wealth Advisorsindependent RIAFort Lauderdale, Fldual registrantIAPD 2633637

Feed of 09/14/2026

Also filed as Kathleen Julia Graham

At current firm

12 y

since Mar 28, 2014

In the industry

31 y

since Jul 25, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedprovwealth.comfirm site, Sep 15, 2026
Designations: CRPCreportedprovwealth.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 25reportedprovwealth.com“With more than 25 years of experience as a financial advisor and Chartered Retirement Planning Counselor (CRPC), Kathleen Marteney is notable for helping affluent clients reach their financial goals through careful planning a”
Professional profile: provwealth.com/staff-member/kathleen-g-marteneyreportedprovwealth.comfirm site, Sep 15, 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

Provenance Wealth Advisors independent RIA current
since Mar 28, 2014 · Fort Lauderdale, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Jan 16, 2014 to Aug 25, 2023 · Mason, Oh
Valmark Advisers, Inc. BD affiliated
Mar 31, 2009 to Jan 6, 2014 · Cincinnati, Oh
Resonate Advisors, Inc. unclassified
Mar 17, 2009 to Jan 13, 2014 · Cincinnati, Oh
Osaic Fa, Inc. former
Jan 1, 2000 to Feb 4, 2009 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Provenance Wealth Advisors
left Aug 25, 2023, registered Mar 28, 2014 (-3437 days) · Other · moved with a team
Resonate Advisors, Inc. to Valmark Advisers, Inc.
left Jan 13, 2014, registered Mar 31, 2009 (-1749 days) · Other
Valmark Advisers, Inc. to Raymond James Financial Services Advisors, Inc
left Jan 6, 2014, registered Jan 16, 2014 (10 days) · Other
Osaic Fa, Inc. to Resonate Advisors, Inc.
left Feb 4, 2009, registered Mar 17, 2009 (41 days) · Other

Signals

Kathleen Graham Marteney left Raymond James Financial Services Advisors, Inc for Provenance Wealth Advisors (registered 2014-03-28)
Aug 25, 2023 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address