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Kelly Lorraine Pickering

Sharp Financial

St. Petersburg, FL

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Current Employers
Sharp Financial

100 Tournament Drive Suite 310, Horsham, PA 19044 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-17
  • FL RA
    APPROVED
    Since 2024-01-17

Branch Locations

360 Central Avenue Suite 800, St. Petersburg, FL 33701 • 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 Financial Services, Inc. St. Petersburg FL 07/2016 03/2019
Raymond James Financial Services Advisors Inc. St. Petersburg FL 09/2016 03/2019
Capfinancial Securities Llc Raleigh NC 03/2019 11/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2019 11/2023
The Sharp Financial Group St. Petersburg FL 11/2023 Present
J. Alden Associates, Inc. Wayne PA 03/2024 Present
  • 07/2016 → 03/2019
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 09/2016 → 03/2019
    Raymond James Financial Services Advisors Inc.
    St. Petersburg, FL
  • 03/2019 → 11/2023
    Capfinancial Securities Llc
    Raleigh, NC
  • 03/2019 → 11/2023
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 11/2023 → Present
    The Sharp Financial Group
    St. Petersburg, FL
  • 03/2024 → Present
    J. Alden Associates, Inc.
    Wayne, PA
Previous Registrations
Other Businesses

The Sharp Financial Group - RIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-21
S63 Uniform Securities Agent State Law Examination 1996-10-10
  • S65 Uniform Investment Adviser Law Examination
    1996-11-21
  • S63 Uniform Securities Agent State Law Examination
    1996-10-10
Other Names
  • Kelly Lorraine Martensen
  • Kelly Martensen Wunsch
  • Kelly Lorraine Wunsch

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES & ASSOCIATES, INC. · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL

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