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Kimberly Lynn Melletat

Raymond James & Associates, Inc.

Birmingham, MI

Ortonville, MI

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-08-14
MI RA APPROVED 2010-09-24
  • TX RA
    APPROVED_RES
    Since 2015-08-14
  • MI RA
    APPROVED
    Since 2010-09-24

Branch Locations

325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States

Ortonville, MI • 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 & Associates Birmingham MI 01/2006 Present
  • 01/2006 → Present
    Raymond James & Associates
    Birmingham, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-29
S63 Uniform Securities Agent State Law Examination 1992-01-30
  • S66 Uniform Combined State Law Examination
    2004-03-29
  • S63 Uniform Securities Agent State Law Examination
    1992-01-30
Other Names
  • Kimberly Lynn Heard

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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