# Kathleen Rachel Gamez

Kathleen Rachel Gamez is an investment adviser representative (IAR) with state registration records since 1997, appearing at 9 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2024-09-30 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2023-03-01 | 2023-10-18 | — |
| [STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/1254) | 2018-03-08 | 2023-03-01 | — |
| [RBC SECURITIES, INC.](https://search.stillhousedata.com/firm/103705) | 2015-11-03 | 2018-02-06 | — |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2014-02-04 | 2015-11-02 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2012-09-12 | 2014-01-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2010-10-05 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2007-08-31 | 2009-10-23 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2005-10-21 | 2007-09-06 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1997-07-08 | 2005-10-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2645713)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2645713.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.