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Katelyn M Philleo

Raymond James & Associates, Inc.

Virginia Beach, VA

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-23
VA RA APPROVED 2024-08-23
  • NC RA
    APPROVED
    Since 2024-08-23
  • VA RA
    APPROVED
    Since 2024-08-23

Branch Locations

300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • 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, Inc. Virgina Beach VA 10/2023 Present
City Of Virginia Beach Virginia Beach VA 12/2022 10/2023
City Of Norfolk Norfolk VA 08/2022 12/2022
Abacus - City Of Norfolk Norfolk VA 02/2022 08/2022
Page Family Foundation Virginia Beach VA 09/2018 02/2022
Magna Imperio Systems Houston TX 05/2017 09/2018
Virginia Marine Science Museum Virginia Beach VA 06/2016 08/2017
  • 10/2023 → Present
    Raymond James & Associates, Inc.
    Virgina Beach, VA
  • 12/2022 → 10/2023
    City Of Virginia Beach
    Virginia Beach, VA
  • 08/2022 → 12/2022
    City Of Norfolk
    Norfolk, VA
  • 02/2022 → 08/2022
    Abacus - City Of Norfolk
    Norfolk, VA
  • 09/2018 → 02/2022
    Page Family Foundation
    Virginia Beach, VA
  • 05/2017 → 09/2018
    Magna Imperio Systems
    Houston, TX
  • 06/2016 → 08/2017
    Virginia Marine Science Museum
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-20
  • S66 Uniform Combined State Law Examination
    2024-08-20

View on SEC IAPD

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