Milene B. Kudlinski

RAYMOND JAMES (USA) LTD.

Vancouver, Bc, V6C 3L2

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CRD#: 6052320

Professional summary

Milene B Kudlinski is a registered financial advisor currently at RAYMOND JAMES (USA) LTD. .

Milene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Milene has worked at 1 firm and has passed the Series 66, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. MILENE KUDLINSKI IS LOCATED AT SUITE 2100 - 925 WEST GEORGIA ST. VANCOUVER, BC CANADA V6C 3L2 AND HAS BEEN EMPLOYED SINCE APRIL 2, 2012. SHE IS A FULL TIME EMPLOYEE AND HER TITLE WITH RJL IS Branch Compliance Supervisor. SHE DEVOTES 20 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES INCLUDE Branch Compliance Supervision

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milene B Kudlinski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Milene B Kudlinski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 24, 2012 - Present

RAYMOND JAMES (USA) LTD.

Office #1: Suite 2100 925 West Georgia Street, Vancouver, Bc, V6C 3L2Office #2: 2100-925 West Georgia Street, Vancouver, V6C3L2Office #3: 925 West Georgia St Suite 2100-a, Vancouver, V6C 3L2Office #5: Suite 310 - 200 Consumers Rd., North York, Ontario, M2J 4R4

RIA

CRD#: 25853

Vancouver, Bc,

Current

July 24, 2012 - Present

RAYMOND JAMES (USA) LTD.

Office #1: Suite 2100 925 West Georgia Street, Vancouver, Bc, V6C 3L2Office #2: 925 West Georgia St Suite 2100-a, Vancouver, V6C 3L2Office #3: Suite 310 - 200 Consumers Rd., North York, Ontario, M2J 4R4Office #4: 925 West Georgia Street - 2100, Vancouver, B.c., V6C 3L2

RIA

CRD#: 25853

Vancouver, Bc,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RAYMOND JAMES (USA) LTD.

GOEPEL MCDERMID (USA) INC. | RAYMOND JAMES LTD (USA), INC. | RAYMOND JAMES (USA) LTD. | RAYMOND JAMES (USA) LTD | GOEPEL, SHIELDS & PARTNERS USA, INC.

CRD#: 25853 / SEC#: 801-72137, 8-42071

RIA

Registered Investment Advisory firm - SEC (2/10/2011 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/3/2017)

Alaska
(1/3/2017)

Arizona
(1/3/2017)

Arkansas
(1/3/2017)

California
(9/24/2012)

IAR

California
(9/24/2012)

Colorado
(1/3/2017)

Connecticut
(1/3/2017)

Delaware
(1/3/2017)

District of Columbia
(1/3/2017)

Florida
(1/3/2017)

Georgia
(1/3/2017)

Hawaii
(1/3/2017)

Idaho
(1/3/2017)

Illinois
(1/3/2017)

Indiana
(1/3/2017)

Iowa
(1/3/2017)

Kansas
(1/3/2017)

Kentucky
(1/3/2017)

Louisiana
(1/3/2017)

Maine
(1/3/2017)

Maryland
(1/3/2017)

Massachusetts
(1/3/2017)

Michigan
(1/3/2017)

Minnesota
(1/3/2017)

Mississippi
(1/3/2017)

Missouri
(1/3/2017)

Montana
(1/3/2017)

Nevada
(1/3/2017)

New Hampshire
(1/3/2017)

New Jersey
(1/3/2017)

New Mexico
(1/3/2017)

New York
(1/3/2017)

North Carolina
(1/3/2017)

North Dakota
(1/3/2017)

Ohio
(1/3/2017)

Oklahoma
(1/3/2017)

Oregon
(1/3/2017)

Pennsylvania
(1/3/2017)

Puerto Rico
(1/3/2017)

Rhode Island
(1/3/2017)

South Carolina
(1/3/2017)

South Dakota
(1/3/2017)

Tennessee
(1/3/2017)

Texas
(1/3/2017)

Utah
(1/3/2017)

Vermont
(1/3/2017)

Virginia
(1/3/2017)

Washington
(1/3/2017)

West Virginia
(1/3/2017)

Wisconsin
(1/3/2017)

Wyoming
(1/3/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/28/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 10/26/2016

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/15/2016

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

RAYMOND JAMES (USA) LTD.

GOEPEL MCDERMID (USA) INC. | RAYMOND JAMES LTD (USA), INC. | RAYMOND JAMES (USA) LTD. | RAYMOND JAMES (USA) LTD | GOEPEL, SHIELDS & PARTNERS USA, INC.

CRD#: 25853 / SEC#: 801-72137, 8-42071

RIA

Registered Investment Advisory firm - SEC (2/10/2011 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

925 West Georgia Street - 2100, Vancouver, V6C3L2

Mailing Address

925 West Georgia Street - 2100, Vancouver, B.c., V6C 3L2

Phone number

(604) 659-8200

Established

Firm type

Corporation

Fiscal year end

September

Firm Size

Medium

# of Employees

175

SEC notice filing (31 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

RJLU WRAP ADV PART2A 2026 (12/8/2025)

Direct owners and executive officers

Name	Position	CRD#
RAYMOND JAMES LTD.	OWNER
AYYUB, HARRIS	SR. MANAGER & CHIEF COMPLIANCE OFFICER (ACTING)	7789868
BALEZENTIS, PATRICIA	DIRECTOR	2262711
BARKO, SHAWN JOSEPH	DIRECTOR	2690394
BOYLE, SEAN PATRICK	DIRECTOR	5517025
LIM, CHRISTOPHER JOHN	CHIEF FINANCIAL OFFICER	6090679
MARCUS, STEVEN ROBERT	DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER	2820004
SERBANOS, EFSTRATIOS MICHAEL	GENERAL COUNSEL	2267667

Regulatory assets under management

Total Number of Accounts	4,869
AUM (Assets Under Management)	$ 1,991,381,912

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Milene B. Kudlinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milene B Kudlinski's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Milene B Kudlinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES (USA) LTD.

Primary Firm SEC Registration

RAYMOND JAMES (USA) LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2012

Series 24

Date: 11/28/2024

Series 10

Date: 10/26/2016

Series 9

Date: 8/15/2016

FINRA

Current Firm

RAYMOND JAMES (USA) LTD.

Contact information

SEC notice filing (31 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

RAYMOND JAMES (USA) LTD.

TRUST BUT VERIFY

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