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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-19
FL RA APPROVED 2021-03-05
  • TX RA
    APPROVED
    Since 2026-03-19
  • FL RA
    APPROVED
    Since 2021-03-05

Branch Locations

2201 Se 30Th Ave Ste 201, Ocala, FL 34471 • 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. Ocala FL 02/2020 Present
Pat Kelley Builder Ocala FL 01/2014 02/2020
Raymond James Financial Services Advisors, Inc. Ocala FL 02/2021 Present
Reveille Wealth Management Ocala FL 10/2022 Present
  • 02/2020 → Present
    Raymond James Financial Services, Inc.
    Ocala, FL
  • 01/2014 → 02/2020
    Pat Kelley Builder
    Ocala, FL
  • 02/2021 → Present
    Ocala, FL
  • 10/2022 → Present
    Reveille Wealth Management
    Ocala, FL
Previous Registrations
Other Businesses

(1) Name of Business: Independent Financial Partners Address: 2201 SE 30th Ave Ste 201, Ocala, FL, 34471, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Rep (2) Name of Business: Independent Financial Partners Address: 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, United States Activity Type: Support Company - Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (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: 09/30/2022 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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-14
  • S66 Uniform Combined State Law Examination
    2020-10-14
Designations
Other Names
  • Stephanie Lynn Kelley
  • Stephanie K Martin

View on SEC IAPD

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