AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CR

Catherine M. Risinger

Some features on this profile are disabled
CRD#: 1083338
CR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Catherine Mccoy Risinger, who also goes by Cathy Mccoy, Catherine Lee Risinger, Cathy Risinger, was a registered financial professional .

Catherine is a previously registered financial professional and started their career in finance in 1984. Catherine had worked at 14 firms and has passed the Series 63, Series 7, Series 24, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cathy Mccoy | Catherine Lee Risinger | Cathy Risinger

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 29, 2008 - February 1, 2008

APPLE TREE INVESTMENTS, INC.

BD
CRD#: 144444
LITTLE ROCK, AR
Past

September 5, 2006 - January 12, 2007

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

May 19, 1999 - August 17, 1999

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN
Past

February 4, 1998 - October 9, 1998

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 27267
COLUMBUS, OH
Past

March 20, 1995 - December 5, 1997

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

August 4, 1993 - November 12, 1993

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

July 13, 1992 - August 4, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

May 3, 1991 - December 31, 1991

SOVRAN INVESTMENT CORPORATION

BD
CRD#: 16441
Past

March 18, 1991 - April 8, 1991

NATIONSBANC SECURITIES OF GEORGIA, INC.

BD
CRD#: 315
Past

August 20, 1990 - February 26, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

August 20, 1990 - February 26, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

December 12, 1988 - July 9, 1990

R.M. DUNCAN SECURITIES, INC.

BD
CRD#: 14344
LITTLE ROCK, AR
Past

June 7, 1985 - January 11, 1989

BOWMAN & COMPANY INCORPORATED

BD
CRD#: 15983
Past

August 20, 1984 - March 10, 1987

DELTA FINANCIAL INVESTMENT CORPORATION

BD
CRD#: 14391

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/3/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/14/2006
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AT
APPLE TREE INVESTMENTS, INC.
APPLE TREE INVESTMENTS, INC.

CRD#: 144444 / SEC#: , 8-67657

BD
Terminated by SEC on 02/20/2010
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Arkansas since 02/05/2007
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KIEFER RETIREMENT SERVICES, INC.OWNER/PARENT
BROWN, MICHAEL OWENFINOP/CFO1658070
JONES, CALVIN CHRISTIAN SRMUNICIPAL SECURITIES PRINCIPAL3110283
KIEFER, JOHN STEVENPRESIDENT/CEO/CCO/MUNICIPAL SECURITIES PRINCIPAL4428904

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


APPLE TREE INVESTMENTS, INC.

CRD#: 144444

TRUST BUT VERIFY

Monitor Catherine Risinger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics