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Kathryn Kelly

Raymond James & Associates, Inc.

Hunt Valley, MD

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-03-11
  • MD RA
    APPROVED
    Since 2026-03-11

Branch Locations

226 Schilling Cir Ste 270, Hunt Valley, MD 21031-8657 • 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
Verdence Capital Advisors, Llc Hunt Valley MD 05/2021 09/2025
Camden Property Trust College Park MD 05/2020 04/2021
Virginia Tech Blacksburg VA 08/2016 04/2020
Raymond James & Associates Hunt Valley MD 10/2025 Present
  • 05/2021 → 09/2025
    Verdence Capital Advisors, Llc
    Hunt Valley, MD
  • 05/2020 → 04/2021
    Camden Property Trust
    College Park, MD
  • 08/2016 → 04/2020
    Virginia Tech
    Blacksburg, VA
  • 10/2025 → Present
    Raymond James & Associates
    Hunt Valley, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-21
S65 Uniform Investment Adviser Law Examination 2023-09-25
  • S63 Uniform Securities Agent State Law Examination
    2026-01-21
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25
Other Names
  • Kathryn Elizabeth Kelly
  • Katie Kelly

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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