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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-31
  • PA RA
    APPROVED
    Since 2024-05-31

Branch Locations

911 Diamond Park, Meadville, PA 16335 • 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. Meadville PA 05/2023 Present
Animal Hospital Of Meadville Meadville PA 11/2022 06/2023
Cochranton Marketplace Cochranton PA 07/2022 11/2022
Palmiero Toyota Meadville PA 08/2019 12/2020
Hoss's Family Steak And Sea Meadville/Erie PA 11/2017 08/2019
Puritan Financial Companies Wexford PA 09/2016 12/2017
King's Family Restaurant Meadville PA 07/2019 12/2019
Door Dash Meadville PA 03/2020 10/2021
Uber Meadville PA 10/2021 04/2022
Hoss's Family Steak And Sea Meadville PA 04/2012 09/2016
Raymond James Financial Services Advisors, Inc Meadville PA 05/2024 Present
  • 05/2023 → Present
    Raymond James Financial Services Inc.
    Meadville, PA
  • 11/2022 → 06/2023
    Animal Hospital Of Meadville
    Meadville, PA
  • 07/2022 → 11/2022
    Cochranton Marketplace
    Cochranton, PA
  • 08/2019 → 12/2020
    Palmiero Toyota
    Meadville, PA
  • 11/2017 → 08/2019
    Hoss's Family Steak And Sea
    Meadville/Erie, PA
  • 09/2016 → 12/2017
    Puritan Financial Companies
    Wexford, PA
  • 07/2019 → 12/2019
    King's Family Restaurant
    Meadville, PA
  • 03/2020 → 10/2021
    Door Dash
    Meadville, PA
  • 10/2021 → 04/2022
    Uber
    Meadville, PA
  • 04/2012 → 09/2016
    Hoss's Family Steak And Sea
    Meadville, PA
  • 05/2024 → Present
    Meadville, PA
Other Businesses

(1)Name of Business: K. L. White-Hartman Address: 142 E Adams Street, Cochranton, PA, 16314, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I write and publish books as well as do occasional speaking events. (Non-finance related).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2024-05-07
Other Names
  • Katherine White
  • Katherine Hoefler
  • Kati White-Hartman

View on SEC IAPD

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