KELLEY B TATE

KELLEY B TATE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

Registration history (4)

FirmFromToCurrent
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC2026-05-04presentYes
STIFEL INDEPENDENT ADVISORS, LLC2022-06-012026-05-13
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC2015-07-102022-06-02
MORGAN STANLEY SMITH BARNEY LLC2013-11-262015-08-05

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