Kate Davidson is a registered investment advisor, based in Austin, TX, with 12 years of industry experience.
Location
Austin, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
T. Rowe Price Investment Services, INC.
March 2025 - Present · 1 yr 2 mos
T. Rowe Price Associates, INC.
March 2025 - Present · 1 yr 2 mos
T. Rowe Price Investment Services, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Principal Asset Management
March 2022 - January 2025 · 2 yrs 10 mos
Principal Funds Distributor, INC.Broker
April 2019 - January 2025 · 5 yrs 9 mos
Resource Securities LLCBroker
November 2017 - November 2018 · 1 yr
Fs Investment Solutions, LLCBroker
May 2013 - September 2017 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.