Kathleen A. Thornhill
Professional summary
Kathleen Ann Thornhill, who also goes by Kathleen A Thornhill, Katie Thornhill, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Pittsburgh, Pennsylvania.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kathleen has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Ann Thornhill's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 13, 2022 - Present
CONFLUENCE FINANCIAL PARTNERS
Office #1: 1 Ppg Place Suite 2420, Pittsburgh, PA 15222July 1, 2014 - July 6, 2022
HEFREN-TILLOTSON, INC.
November 15, 2013 - July 6, 2022
HEFREN-TILLOTSON, INC.
January 23, 2013 - September 20, 2013
PNC WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
CONFLUENCE FINANCIAL PARTNERS
CRD#: 311980 / SEC#: 801-120711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/13/2022)
Exams
Current Firm
CONFLUENCE FINANCIAL PARTNERS
CRD#: 311980 / SEC#: 801-120711
Contact information
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,924 |
| AUM (Assets Under Management) | $ 5,454,175,362 |
Red Flags
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