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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-30 |
| TX | RA | APPROVED | 2019-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Lenox | MA | 05/2009 | 10/2019 |
| Raymond James Financial Services, Inc. | Lenox | MA | 10/2019 | Present |
| Raymond James Financial Services, Inc. | Lenox | MA | 10/2019 | Present |
(1)Name of Business: Keator Group, LLC Address: 218 Main St, Lenox, MA, 01240, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2005 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: investment advisor - working with clients (2)Name of Business: SHEILA N KEATOR - Household Address: 235 Walker Street, Lenox, MA, 01240, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/13/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of my own trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-06 |
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