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Katia Kandah

Raymond James & Associates, Inc.

New York, NY

San Francisco, CA

San Jose, CA

CRD 7735775

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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
CA RA APPROVED 2024-09-17
  • CA RA
    APPROVED
    Since 2024-09-17

Branch Locations

320 Park Avenue Fl 14, New York, NY 10022 • United States

101 California Street Suite 4500, San Francisco, CA 94111 • United States

San Jose, CA • 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 San Francisco CA 05/2023 06/2024
Raymond James & Associates San Francisco CA 06/2024 Present
Target San Jose CA 05/2021 05/2024
San Jose State University San Jose CA 08/2020 05/2024
Prospect High School San Jose CA 08/2016 05/2020
  • 05/2023 → 06/2024
    Raymond James & Associates
    San Francisco, CA
  • 06/2024 → Present
    Raymond James & Associates
    San Francisco, CA
  • 05/2021 → 05/2024
    Target
    San Jose, CA
  • 08/2020 → 05/2024
    San Jose State University
    San Jose, CA
  • 08/2016 → 05/2020
    Prospect High School
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2024-09-13

View on SEC IAPD

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