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CF

Catherine E. Farley

KINTRA WEALTH
WILLIAMSPORT, PA 17701
CRD#: 2314911
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CF
Catherine Elizabeth FarleyKINTRA WEALTH

Professional summary

Catherine Elizabeth Farley, who also goes by Catherine Elizabeth Piner, Catherine Elizabeth Stahl, is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Catherine has worked at 7 firms and has passed the Series 65, Series 55, Series 7, Series 24, Series 27 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Catherine Elizabeth Piner | Catherine Elizabeth Stahl

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) - RIA

Click below to view Catherine Elizabeth Farley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 10, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
RIA
CRD#: 299407
WILLIAMSPORT, PA
Past

November 12, 2020 - July 2, 2024

OXFORD FINANCIAL GROUP, LTD

RIA
CRD#: 105303
CARMEL, IN
Past

January 14, 2013 - March 18, 2020

OBS FINANCIAL

RIA
CRD#: 138615
PERRYSBURG, OH
Past

January 9, 2013 - July 2, 2014

OBS BROKERAGE SERVICES, INC.

BD
CRD#: 104281
WHITEHOUSE, OH
Past

May 22, 2006 - October 11, 2012

TELEMUS INVESTMENT BROKERS, LLC

BD
CRD#: 133957
SOUTHFIELD, MI
Past

May 5, 1999 - March 11, 2002

H & R BLOCK FINANCIAL CORPORATION

BD
CRD#: 14650
DETROIT, MI
Past

June 15, 1994 - October 14, 2003

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(6/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 55
Date: 7/16/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 6/14/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/28/2006
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/20/2006
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/9/1997
Municipal Securities Principal Examination

Current Firm

KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information

Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
Mailing Address
Phone number
(570) 601-6960
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 460,941,125

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

KINTRA WEALTH, LLC

CRD#: 299407Williamsport, PA 17701

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