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Katelyn Spence

Raymond James & Associates, Inc.

Birmingham, MI

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
MI RA APPROVED 2024-10-17
  • TX RA
    APPROVED
    Since 2025-10-16
  • MI RA
    APPROVED
    Since 2024-10-17

Branch Locations

325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • 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. Birmingham MI 06/2024 Present
Full Time Student Bloomfield Hills MI 07/2014 06/2020
Hillside Farms Llc Bloomfield Hills MI 06/2020 04/2021
University Of Alabama Tuscaloosa AL 04/2021 07/2023
Matador Farms Llc Oxford MI 10/2023 03/2024
Unemployed Bloomfield Hills MI 04/2024 06/2024
  • 06/2024 → Present
    Raymond James & Associates Inc.
    Birmingham, MI
  • 07/2014 → 06/2020
    Full Time Student
    Bloomfield Hills, MI
  • 06/2020 → 04/2021
    Hillside Farms Llc
    Bloomfield Hills, MI
  • 04/2021 → 07/2023
    University Of Alabama
    Tuscaloosa, AL
  • 10/2023 → 03/2024
    Matador Farms Llc
    Oxford, MI
  • 04/2024 → 06/2024
    Unemployed
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

More in Birmingham, MI

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