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Katherine Ann Simmonds

President/Chief Executive OfficerConquis Financial LLCCRD 2120022

About Katherine Ann Simmonds

Katherine Ann Simmonds is listed as President/Chief Executive Officer at Conquis Financial LLC in Millbrae, CA. Form ADV reports a beneficial ownership band of Over 75%. Katherine Ann Simmonds is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Conquis Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Ann Simmonds work?

Katherine Ann Simmonds is listed as President/Chief Executive Officer at Conquis Financial LLC on SEC Form ADV.

How much of Conquis Financial LLC does Katherine Ann Simmonds own?

Form ADV reports a beneficial ownership band of Over 75%.

Conquis Financial LLC

TitlePresident/Chief Executive Officer
OwnershipOver 75%
Control personYes
Since2022
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Conquis Financial LLC

TitleChief Compliance Officer
OwnershipOver 75%
Control personYes
Since2025
View Conquis Financial LLC →