Kaleb Lovertich

Raymond James & Associates, Inc.

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Current Employers

Raymond James & Associates, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-18
MS	RA	APPROVED	2023-07-19

TX RA
APPROVED

Since 2024-09-18
MS RA
APPROVED

Since 2023-07-19

Branch Locations

1062 Highland Colony Parkway Suite 100, Ridgeland, MS 39157 • 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
Mississippi State University	Starkville	MS	07/2016	05/2020
Watkins, Ward & Stafford	West Point	MS	02/2019	04/2019
Tri-Scape	Brandon	MS	05/2019	07/2019
Stephens Inc.	Little Rock	AR	06/2020	05/2022
Stephens Inc.	Ridgeland	MS	05/2022	07/2023
Raymond James & Associates	Ridgeland	MS	07/2023	Present

07/2016 → 05/2020

Mississippi State University

Starkville, MS
02/2019 → 04/2019

Watkins, Ward & Stafford

West Point, MS
05/2019 → 07/2019

Tri-Scape

Brandon, MS
06/2020 → 05/2022

Stephens Inc.

Little Rock, AR
05/2022 → 07/2023

Stephens Inc.

Ridgeland, MS
07/2023 → Present

Raymond James & Associates

Ridgeland, MS

Previous Registrations

2020-10-29 → 2023-07-31

Stephens

Little Rock, AR

Ridgeland, MS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-27

S66 Uniform Combined State Law Examination

2020-10-27

View on SEC IAPD

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