Kelly Jean Daniels

Current Employers

Raymond James Financial Services Advisors, Inc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2019-02-15
TX	RA	APPROVED_RES	2019-02-08

AL RA
APPROVED

Since 2019-02-15
TX RA
APPROVED_RES

Since 2019-02-08

Branch Locations

1009 E Church St, Atmore, AL 36502 • 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

Organization	City	State	From	To
Edward Jones	Daingerfield	TX	04/1999	02/2019
Raymond James Financial Services, Inc.	Atmore	AL	02/2019	Present
Raymond James Financial Services Advisors, Inc.	Atmore	AL	02/2019	Present
Daniels Financial Llc	Attmore	AL	02/2019	Present

04/1999 → 02/2019

Edward Jones

Daingerfield, TX
02/2019 → Present

Raymond James Financial Services, Inc.

Atmore, AL
02/2019 → Present

Raymond James Financial Services Advisors, Inc.

Atmore, AL
02/2019 → Present

Daniels Financial Llc

Attmore, AL

Previous Registrations

2006-11-30 → 2019-02-14

Edward Jones

Daingerfield, TX

Atmore, AL

Other Businesses

(1)Name of Business: Daniels Financial LLC Address: 1009 East Church St., Atmore, AL, 36502, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-03-03
S63	Uniform Securities Agent State Law Examination	1997-02-21

S65 Uniform Investment Adviser Law Examination

1997-03-03
S63 Uniform Securities Agent State Law Examination

1997-02-21

Other Names

Kelly J Carpenter
Kelly Jean Carpenter

View on SEC IAPD