Kathleen Marie Baez is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-09-03 | present | Yes |
| LPL FINANCIAL LLC | 2021-01-04 | 2025-09-05 | — |
| INTEGRATED WEALTH CONCEPTS LLC | 2020-01-22 | 2021-01-07 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2018-12-05 | 2019-11-30 | — |
| IFP ADVISORS, LLC | 2016-01-26 | 2018-12-31 | — |
| NRP ADVISORS, INC. | 2007-09-21 | 2010-12-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2006-10-17 | 2007-09-27 | — |