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
| Title | President/Chief Executive Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |
Conquis Financial LLC
| Title | Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |