Kristine Kopsiaftis Lampert

Current Employers

Raymond James & Associates, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-07-20

FL RA
APPROVED

Since 2023-07-20

Branch Locations

Delray Beach, FL • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Fulcrum Partners	Ponte Vedra Beach	FL	06/2009	06/2023
Valmark Securities, Inc.	Akron	OH	12/2011	06/2023
Valmark Securities, Inc.	Akron	OH	06/2014	06/2023
Raymond James & Associates	Delray Beach	FL	06/2023	Present

06/2009 → 06/2023

Fulcrum Partners

Ponte Vedra Beach, FL
12/2011 → 06/2023

Valmark Securities, Inc.

Akron, OH
06/2014 → 06/2023

Valmark Securities, Inc.

Akron, OH
06/2023 → Present

Raymond James & Associates

Delray Beach, FL

Previous Registrations

2014-06-18 → 2023-08-02

Valmark Advisers, Inc.

Delray Beach, FL

Other Businesses

2.) DELRAY BEACH LIBRARY, 100 W ATLANTIC AVE., DELRAY BEACH, FL 33344; PUBLIC LIBRARY; BOARD OF DIRECTORS; OVERSIGHT AND MANAGEMENT; NOT INVESTMENT RELATED; STARTED 06/01/2016; VOLUNTEER POSITION

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-05-22
S63	Uniform Securities Agent State Law Examination	2005-04-18

S65 Uniform Investment Adviser Law Examination

2014-05-22
S63 Uniform Securities Agent State Law Examination

2005-04-18

Other Names

Christine Kopsiaftis
Kristine Kopsiaftis

View on SEC IAPD