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Registered advisor
A••• C•••••••• D•••••
Feed of 09/14/2026
Also filed as A••• Cathrine Macri
At current firm
4 y
since May 18, 2022
In the industry
30 y
since Feb 15, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince May 18, 2022 · Clarksville, Ia
- C••• B•••••••• S•••••••• I••• formerMay 21, 2021 to May 18, 2022 · Dublin, Oh
- H••••••••• F•••••••• A••••••• BD affiliatedDec 13, 2006 to Sep 20, 2017 · Columbus, Oh
- C•••• I••••••••• S••••••• C•••• formerJul 6, 2005 to Dec 7, 2006 · Barboursville, Wv
- B••• O•• S••••••••• C••••••••• unclassifiedNov 27, 2000 to Jul 6, 2005 · Milton, Wv
Moves
a registration end followed by a registration begin elsewhere
- C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
- H••••••••• F•••••••• A••••••• to C••• B•••••••• S•••••••• I•••left Sep 20, 2017, registered May 21, 2021 (1339 days) · Other
- C•••• I••••••••• S••••••• C•••• to H••••••••• F•••••••• A•••••••left Dec 7, 2006, registered Dec 13, 2006 (6 days) · Other
- B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address