Kathleen Ann Crowley

Current Employers

Employment History

• 02/2013 → 06/2020
  Raymond James & Associates, Inc.
  Panama City, FL
• 06/2020 → Present
  Ameriprise Financial Services, Llc
  Panama City, FL

Previous Registrations

• 2013-02-13 → 2020-07-01
  Raymond James & Associates, Inc.
  Panama City, FL
  Pensacola, FL
  Panama City, FL
• 2007-02-13 → 2013-02-13
  Morgan Keegan & Company, Llc
  Panama City, FL
  Pensacola, FL
• 2003-07-10 → 2007-02-20
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-01-30 → 2003-07-18
  Amsouth Investment Services, Inc.
  Lynn Haven, FL
  Panama City, FL
  Panama City, FL
  Panama City, FL
  Panama City Beach, FL
  Panama City, FL

Other Businesses

Independent Insurance Brokering; Pac Life; 07/01/2020; Disability Income / Loyds of London Peterson Agency; 07/01/2020; / One America; 07/01/2020; / Brighthouse; 07/01/2020; / NYL; 07/01/2020; / Ohio National; 07/01/2020; / Sun Life; 07/01/2020; . Business Ownership; 3KC Rentals LLC; Co-owner; Established a jet ski rental company-; 2414 Pretty Bayou Dr, , Panama City, FL, 32405; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours / 3KC Properties LLC; Co-owner; rental commercial & residential real estate; 1714 W 23rd Street Suite R, , Panama City, FL, 32405; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours / B&C Properties LLC; Co-owner; Real Estate; 619 Warrington Lane, , SouthLake, TX, 76092; Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours / Pretty Blue Bayou Drive LLC; Co-owner; Real Estate; 2406 Pretty Bayou Drive, , Panama City, FL, 32405; Not Investment-Related; 06/01/2024; 1 to 9 hours per month; 0 during trading hours / 3KC Tree Farm LLC; Co-owner; Create a tree farm/nursery to purchase trees wholesale and sell trees retail as an Fl based LLC business with my spouse Stephen as co-owners; 2414 Pretty Bayou Dr, , Panama City, FL, 32405; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Diocese of P'Cola Tallahassee NWFL Foundation Board Member & Investment Chair; Board member & Investment Chair; 11 N B Street, , Pensacola, FL, 32502; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Florida State University; Adjunct Professor - adjunct professor for FIN 4045; ; 282 Champions Way, , Tallahassee,, FL, 32306; Investment-Related; 08/01/2020; 10 to 19 hours per month; 0 during trading hours / Centennial bank; FA - FA; ; 1714 W 23rd Street, , Panama City, FL, 32405; Investment-Related; 06/30/2020; 60 hours per month; 60 during trading hours. Other Business Activities; Diocese of P'Cola Tallahassee Finance Council Board Member and Investment Chair; Board member and Investment Chair; 11 N B Street, , Pensacola, FL, 32502; Investment-Related; 10/11/2021; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-26
• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Designations

Other Names

• Kathleen Ann Atkins
• Kathleen A Crowley
• Kathy Crowley
• Kathy A Crowley