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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-16
  • FL RA
    APPROVED
    Since 2021-07-16

Branch Locations

Bradenton, FL • United States

8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • 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
Bb&T Bank Sarasota FL 05/2015 01/2019
Bb&T Investment Services, Inc. Charlotte NC 05/2015 07/2021
Bb&T Securities, Llc Richmond VA 01/2018 07/2021
Bb&T Sarasota FL 01/2019 07/2021
Truist Investment Services, Inc. Sarasota FL 02/2021 07/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 07/2021
Raymond James & Associates, Inc Lakewood Ranch FL 07/2021 Present
  • 05/2015 → 01/2019
    Bb&T Bank
    Sarasota, FL
  • 05/2015 → 07/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 07/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 07/2021
    Bb&T
    Sarasota, FL
  • 02/2021 → 07/2021
    Truist Investment Services, Inc.
    Sarasota, FL
  • 02/2021 → 07/2021
    Atlanta, GA
  • 07/2021 → Present
    Lakewood Ranch, FL
Previous Registrations
  • 2021-02-17 → 2021-08-27
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Sarasota, FL
    Richmond, VA
  • 2010-01-26 → 2018-01-02
    Bb&T Investment Services, Inc.
    Bradenton, FL
    Venice, FL
    Venice, FL
    Venice, FL
    North Port, FL
    Venice, FL
    Charlotte, NC
    Venice, FL
    Sarasota, FL
    Sarasota, FL
    Seminole, FL
  • 2008-11-24 → 2010-01-21
    Truist Investment Services, Inc.
    Osprey, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Osprey, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-20
S63 Uniform Securities Agent State Law Examination 1994-09-16
  • S65 Uniform Investment Adviser Law Examination
    2008-11-20
  • S63 Uniform Securities Agent State Law Examination
    1994-09-16
Other Names
  • Kimberly Sue Taylor
  • Kimberly Sue Taylor
  • Kimberly Sue Snyder
  • Kimberly Sue Snyder

View on SEC IAPD

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