Katelyn Derr is a registered investment advisor, based in Wayne, PA, with 12 years of industry experience.
Location
690 Lee Road, Wayne, PA, 19087
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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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Katelyn is a part owner of Imagination Street, LLC, an interactive play/event space, and provides consulting and bookkeeping services for it. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Hartford Funds Distributors, LLC
December 2019 - Present · 6 yrs 5 mos
Hartford Funds Distributors, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Hartford Funds
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Hoey Investments, INC.
November 2013 - November 2019 · 6 yrs
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.