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
Katherine Mach
Feed of 09/14/2026
Also filed as Katherine Muller
At current firm
0 y
since Jan 5, 2026
In the industry
12 y
since Jul 7, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Jan 5, 2026 · Fort Mill, Sc
- Laffer Tengler Investments, Inc. independent RIANov 8, 2019 to Mar 4, 2022 · Charlotte, Nc
- Butcherjoseph Asset Management, LLC unclassifiedAug 12, 2019 to Apr 29, 2020 · Charlotte, Nc
- LPL Financial LLC BD affiliatedJan 18, 2017 to Jul 29, 2019 · Palm Coast, Fl
- Pnc Wealth Management BD affiliatedAug 19, 2014 to Oct 13, 2015 · Cleveland, Oh
- Lincoln Investment independent RIAJul 14, 2014 to Jul 28, 2014 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Laffer Tengler Investments, Inc. to World Investment Advisors, LLCleft Mar 4, 2022, registered Jan 5, 2026 (1403 days) · Other
- Butcherjoseph Asset Management, LLC to Laffer Tengler Investments, Inc.left Apr 29, 2020, registered Nov 8, 2019 (-173 days) · Other · moved with a team
- LPL Financial LLC to Butcherjoseph Asset Management, LLCleft Jul 29, 2019, registered Aug 12, 2019 (14 days) · Other
- Pnc Wealth Management to LPL Financial LLCleft Oct 13, 2015, registered Jan 18, 2017 (463 days) · Other
- Lincoln Investment to Pnc Wealth Managementleft Jul 28, 2014, registered Aug 19, 2014 (22 days) · Other
Signals
- Katherine Mach left Laffer Tengler Investments, Inc. for World Investment Advisors, Llc (registered 2026-01-05)Mar 4, 2022 · 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
- Other adviserderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address