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Katherine Van Allan

Raymond James & Associates, Inc.

St. Petersburg, FL

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-12
  • FL RA
    APPROVED
    Since 2023-05-12

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-03-24
  • FL RA
    APPROVED
    Since 2009-03-24

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. St. Petersburg FL 01/2000 Present
Personal Trainer/Instructor Clearwater FL 12/2012 Present
Raymond James & Associates, Inc. St. Petersburg FL 05/2023 Present
Raymond James Financial Services Advisors St. Petersburg FL 03/2009 Present
  • 01/2000 → Present
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 12/2012 → Present
    Personal Trainer/Instructor
    Clearwater, FL
  • 05/2023 → Present
    Raymond James & Associates, Inc.
    St. Petersburg, FL
  • 03/2009 → Present
    Raymond James Financial Services Advisors
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-09
S63 Uniform Securities Agent State Law Examination 1990-04-27
  • S65 Uniform Investment Adviser Law Examination
    1994-11-09
  • S63 Uniform Securities Agent State Law Examination
    1990-04-27
Other Names
  • Katherine Ann Vanallan
  • Katherine Ann Van Allan

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
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