Kelly R Purdum

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

Current Registrations

Authority	Category	Status	Date
WY	RA	APPROVED	2025-01-27
CO	RA	APPROVED	2022-10-04

Branch Locations

866 N 4Th Street, Laramie, WY 82072 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fargo	ND	05/2018	12/2021
Unemployed	Lexington	KY	07/2016	09/2016
Lindsay Rule	Lexington	KY	09/2016	04/2018
Porter Creek	Fargo	ND	05/2018	12/2018
Michael A Mathias	Fargo	ND	12/2021	03/2022
Northwestern Mutual Investment Services Llc	Fargo	ND	01/2022	03/2022
Raymond James Financial Services, Inc	Windsor	CO	03/2022	Present
Bank Of Colorado Investment Services	Laramie	CO	03/2022	Present
Bank Of Colorado	Laramie	CO	06/2022	Present
Raymond James Financial Services Advisors, Inc.	Windsor	CO	09/2022	Present

05/2018 → 12/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fargo, ND
07/2016 → 09/2016

Unemployed

Lexington, KY
09/2016 → 04/2018

Lindsay Rule

Lexington, KY
05/2018 → 12/2018

Porter Creek

Fargo, ND
12/2021 → 03/2022

Michael A Mathias

Fargo, ND
01/2022 → 03/2022

Northwestern Mutual Investment Services Llc

Fargo, ND
03/2022 → Present

Raymond James Financial Services, Inc

Windsor, CO
03/2022 → Present

Bank Of Colorado Investment Services

Laramie, CO
06/2022 → Present

Bank Of Colorado

Laramie, CO
09/2022 → Present

Raymond James Financial Services Advisors, Inc.

Windsor, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-30

Other Firms