Thomas Patrick Kane

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → Present
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Clearwater, FL

Previous Registrations

• 2003-08-19 → 2009-11-12
  Tampa Bay Financial Planning, Llc
  Dunedin, FL

Other Businesses

(1)Name of Business: 3104 Northwood Office Park, Llc Address: 2531 Landmark Drive, Clearwater, FL, 33761, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: No Start Date: 10/19/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Ownership (2)Name of Business: Tampa Bay Financial Planning Address: 2531 Landmark Dr Ste 201, Clearwater, FL, 33761, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/12/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Disclosure of Support Company (3)Name of Business: Town of Belleair Police Pension Board Address: 901 Ponce de Leon Blvd., Belleair, FL, 33756, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 10/16/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be 1 of 5 Trustees responsible for managing the operation and administration of the Town of Belleair Police Pension Plan. The board meets quarterly.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-12
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Designations

• Certified Financial Planner