Kathleen Grady Intelisano

Current Employers

Employment History

• 05/2012 → 07/2018
  Wells Fargo Clearing Services, Llc
  Gainesville, FL
• 07/2018 → Present
  Raymond James Financial Services, Inc.
  Ocala, FL
• 07/2018 → Present
  Raymond James Financial Services Advisory, Inc.
  Ocala, FL
• 04/2019 → 05/2020
  Saybrus Partners
  Ocala, FL
• 10/2022 → Present
  Reveille Wealth Management
  Ocala, FL
• 01/2021 → Present
  Independent Financial Partners
  Ocala, FL

Previous Registrations

• 2002-06-21 → 2018-07-18
  Wells Fargo Clearing Services, Llc
  Appomattox, VA
  Fort Walton Beach, FL
  Gainesville, FL
  Lynchburg, VA
  Lynchburg, VA
  Appomattox, VA
  Lynchburg, VA
  Roanoke, VA
  Jacksonville, FL
  Gainesville, FL
  Birmingham, AL
  The Villages, FL
  Gainesville, FL
  Lynchburg, VA
• 2000-03-21 → 2002-06-21
  Wachovia Securities, Inc.
  Lynchburg, VA

Other Businesses

(1)Name of Business: Independent Financial Partners Address: 2201 SE 30th Ave., Suite 201, Ocala, FL, 34471, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: 25% owner, Financial Advisor, and Branch Manager providing supervisory role for office. (2)Name of Business: Macro, LLC Address: 2201 SE 30th Ave, Ocala, FL, 34471, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner in ownership of building rented to Independent Financial Partners (3)Name of Business: Reveille Wealth Management Address: 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Affiliated independent practice operating under the Reveille name.

Exams

• S66 Uniform Combined State Law Examination
  1997-08-12

Other Names

• Kathleen Shirley Grady
• Kathleen Scott
• Kathleen Grady Scott