Kaylee Jade Urbanek is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with CURRAN FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CURRAN FINANCIAL PARTNERS, LLC | 2025-10-27 | present | Yes |
| ANNEX ADVISORY SERVICES, LLC | 2023-10-13 | 2025-10-23 | — |