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Kellie Elizabeth Lambert

Raymond James Financial Services Advisors, Inc

Safety Harbor, FL

St. Petersburg, FL

Raymond James & Associates, Inc.

St. Petersburg, FL

Safety Harbor, FL

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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-01
  • FL RA
    APPROVED
    Since 2019-11-01

Branch Locations

Safety Harbor, FL • United States

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

Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-10-01
  • FL RA
    APPROVED
    Since 2019-10-01

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Safety Harbor, FL • 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. St Petersburg FL 05/2013 Present
Raymond James And Associates, Inc St Petursburg FL 07/2018 Present
Raymond James Financial Services Advisors Inc. St. Petersburg FL 11/2019 Present
  • 05/2013 → Present
    Raymond James Financial Services, Inc.
    St Petersburg, FL
  • 07/2018 → Present
    Raymond James And Associates, Inc
    St Petursburg, FL
  • 11/2019 → Present
    Raymond James Financial Services Advisors Inc.
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-26
S63 Uniform Securities Agent State Law Examination 2009-09-14
  • S65 Uniform Investment Adviser Law Examination
    2019-09-26
  • S63 Uniform Securities Agent State Law Examination
    2009-09-14
Other Names
  • Kellie E Carpentier
  • Kellie Elizabeth Carpentier

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · ST PETERSBURG, FL

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