Katherine H. Larson
Professional summary
Katherine Hansen Larson, who also goes by Katherine Jean Hansen, Katherine H Larson, is a registered financial professional currently at RAYMOND JAMES & ASSOCIATES, INC. located in St. Petersburg, Florida and RAYMOND JAMES FINANCIAL SERVICES, INC. located in St Petersburg, Florida.
Katherine is registered as a RR (Registered Representative) and started their career in finance in 2019. Katherine has worked at 5 firms and has passed the SIE and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Katherine Hansen Larson's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 16, 2016 - Present
RAYMOND JAMES & ASSOCIATES, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716December 3, 2018 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 880 Carillon Parkway, St Petersburg, FL 33716December 4, 2018 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716September 15, 2022 - Present
SUMRIDGE PARTNERS, LLC
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716April 12, 2019 - December 20, 2019
SILVER LANE ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
SUMRIDGE PARTNERS, LLC
CRD#: 152437 / SEC#: , 8-68454
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVEREST ACQUISITION CO. | OWNER | |
| CARTER, HORACE LEROY | PRESIDENT | 2157720 |
| CATLIN, CHRISTOPHER EDWIN | DIRECTOR OF OPERATIONS/ COO (2/2015) | 1759063 |
| CHAMPAGNE, JUSTIN TYLER | MUNICIPAL PRINCIPAL/ MANAGING DIRECTOR (7/2022) | 5822474 |
| CHAMPAGNE, RYAN | HEAD OF TRADING/ SENIOR MANAGING DIRECTOR (7/2022) | 4774950 |
| DELEON, ALLYSSA NICOLE | CFO/ FINOP | 6902665 |
| JIANG, JIANZHONG | CHIEF TECHNOLOGY OFFICER/ SENIOR MANAGING DIRECTOR (7/2022) | 4779195 |
| MORANO, KEVIN ROBERT | SENIOR MANAGING DIRECTOR | 1928935 |
| SHIM, KATHERINE | CHIEF COMPLIANCE OFFICER | 4204142 |
Red Flags
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Company Information
SUMRIDGE PARTNERS, LLC
CRD#: 152437St. Petersburg, FL 33716TRUST BUT VERIFY
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