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Feed of 09/14/2026
Also filed as Kathryn Ann Hoffecker
At current firm
1 y
since May 16, 2025
In the industry
12 y
since Mar 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince May 16, 2025 · Wyomissing, Pa
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedAug 30, 2023 to May 29, 2025 · Mechanicsburg, Pa
- N••••••••• M••••• I••••••••• S••••••••• no RAUMFeb 6, 2023 to Sep 12, 2023 · Camp Hill, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 6, 2021 to Dec 13, 2022 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• I••••••••• R••••••• A•••••••• I••• to M••••• S••••••left May 29, 2025, registered May 16, 2025 (-13 days) · Affiliated broker-dealer or bank to wirehouse
- N••••••••• M••••• I••••••••• S••••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Sep 12, 2023, registered Aug 30, 2023 (-13 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••••••• M••••• I••••••••• S•••••••••left Dec 13, 2022, registered Feb 6, 2023 (55 days) · Other
Signals
- K•••••• M••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for M••••• S•••••• (registered 2025-05-16)May 29, 2025 · Advisor changed firm · fact
- K•••••• M••••• left N••••••••• M••••• I••••••••• S••••••••• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2023-08-30)Sep 12, 2023 · Advisor changed firm · fact
- K•••••• M••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2023-02-06)Dec 13, 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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address