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Registered advisor
K••••••• S•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kathleen E Hunsberger
At current firm
1 y
since Mar 31, 2025
In the industry
12 y
since Jan 13, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••••• A••••••• L•• national BD currentsince Mar 31, 2025 · Bethesda, Md
- F••••••• P••••••• A•• W•••••••• A••••••• formerOct 26, 2022 to Mar 31, 2025 · Bethesda, Md
- J••• M••••• P•••••• W••••• A••••••• L•• formerJul 31, 2020 to Aug 12, 2022 · New York, Ny
- J••• M••••• S••••••••• L•• wirehouseFeb 28, 2019 to Aug 6, 2020 · New York, Ny
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Mar 22, 2019 · Boston, Ma
- S•••••••• A••••••• L•• national BDMay 7, 2015 to Jul 13, 2018 · Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- J••• M••••• P•••••• W••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Aug 12, 2022, registered Oct 26, 2022 (75 days) · Affiliated broker-dealer or bank to another
- J••• M••••• S••••••••• L•• to J••• M••••• P•••••• W••••• A••••••• L••left Aug 6, 2020, registered Jul 31, 2020 (-6 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- F••••••• P••••••• A•• W•••••••• A••••••• to J••• M••••• S••••••••• L••left Mar 22, 2019, registered Feb 28, 2019 (-22 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- K••••••• S••••••• left J••• M••••• P•••••• W••••• A••••••• L•• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2022-10-26)Aug 12, 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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address