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Katherine Louise Malone
Katherine Malone, Kate Miley, Katherine Miley
CRD#: 7494707
IA
Investment Adviser
MALONE FINANCIAL PLANNING LLCCRD#: 328035 DALLAS, TX
Registration History
AprJulOct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAMALONE FINANCIAL PLANNING LLC (CRD# 328035)2023 - Present (1 year)IACITRINE CAPITAL (CRD# 171735)2022 - 2023 (<1 year)
License(s)

State Registrations

IA
Texas 10/12/2023

Current Registration(s)
IA
MALONE FINANCIAL PLANNING LLC (CRD#:328035)
DALLAS, TX
Registered with this firm since 10/12/2023

Previous Registration(s)
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IA
03/18/2022 - 01/26/2023 CITRINE CAPITAL (CRD#:171735) Dallas, TX
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Disclosures
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