Katherine Livingston has been an investment adviser representative at Curran Financial Partners since January 2025, and is not listed among the firm’s executive officers or direct owners.
Curran Financial Partners, LLC is a Daniel Island, SC firm with $749M under management, 1,315 clients and 10 advisers across 3 offices, as of its July 2026 filing.
- – present · 1 yearDaniel Island, SC · Adviser representative · Firm CRD 281943
Investment adviser representative registrations
Katherine Livingston is registered as an investment adviser representative in South Carolina, since January 2025.
- South CarolinaSince 15 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katherine Anne Livingston
- CRD
- 8010595
- Firm
- Curran Financial Partners · CRD 281943
- Office
- 115 RIVER LANDING DR, SUITE 200, Daniel Island, SC 29492
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Katherine Livingston work?
Katherine Livingston is an investment adviser representative registered through Curran Financial Partners, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Katherine Livingston a financial advisor?
Yes. Katherine Livingston has a current investment-adviser registration in South Carolina, through Curran Financial Partners since January 2025.
How many years of experience does Katherine Livingston have?
Katherine Livingston has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Katherine Livingston passed?
Katherine Livingston passed the Series 65 in December 2024.
Where is Katherine Livingston based?
Katherine Livingston’s registered office is in Daniel Island, SC.
Is Katherine Livingston registered with FINRA?
No. Katherine Livingston has no current broker registration.
How can I verify Katherine Livingston’s record?
Search CRD 8010595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherine Livingston’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer