Katherine R. Mcdade
Professional summary
Katherine Rose Mcdade, who also goes by Kara Mcdade, is a registered financial professional currently at MERCURY INVESTMENT SERVICES LLC located in San Francisco, California.
Katherine is registered as a RR (Registered Representative) and started their career in finance in 2021. Katherine has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Katherine Rose Mcdade's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2026 - Present
MERCURY INVESTMENT SERVICES LLC
Office #1: 333 Bush Street Suite 1900, San Francisco, CA 94104April 17, 2023 - April 27, 2026
ROBINHOOD FINANCIAL, LLC
December 23, 2021 - August 8, 2022
ROBINHOOD FINANCIAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/2/2026)
Exams
Series 7TO
Date: 12/23/2021
General Securities Representative ExaminationFINRA
Current Firm
MERCURY INVESTMENT SERVICES LLC
CRD#: 324657 / SEC#: , 8-71052
Contact information
FINRA licenses (2 States and Territories)
Red Flags
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Company Information
MERCURY INVESTMENT SERVICES LLC
CRD#: 324657San Francisco, CA 94104TRUST BUT VERIFY
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