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Kennie A. Taylor

Raymond James & Associates, Inc.

Boston, MA

CRD 7617532

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

One International Place Suite 2810, Boston, MA 02110 • 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
Raymond James & Associates Boston MA 08/2022 Present
New York Mets New York City NY 06/2019 05/2021
Seattle Mariners Seattle WA 05/2021 09/2021
Minnesota Twins Minneapolis MN 01/2022 08/2022
School Tampa FL 01/2004 05/2019
Unemployed Tampa FL 10/2021 01/2022
  • 08/2022 → Present
    Raymond James & Associates
    Boston, MA
  • 06/2019 → 05/2021
    New York Mets
    New York City, NY
  • 05/2021 → 09/2021
    Seattle Mariners
    Seattle, WA
  • 01/2022 → 08/2022
    Minnesota Twins
    Minneapolis, MN
  • 01/2004 → 05/2019
    School
    Tampa, FL
  • 10/2021 → 01/2022
    Unemployed
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2023-09-11
  • S65 Uniform Investment Adviser Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2023-09-11
Other Names
  • Kennie A Taylor
  • Kennie A Taylor

View on SEC IAPD

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