Kristi L. Mcandrew
Professional summary
Kristi Lynn Mcandrew, who also goes by Kristi Blanton, Kristi L Mcandrew, is a registered financial professional currently at RAYMOND JAMES & ASSOCIATES, INC. located in St. Petersburg, Florida and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.
Kristi is registered as a RR (Registered Representative) and started their career in finance in 2021. Kristi has worked at 4 firms and has passed the Series 99TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kristi Lynn Mcandrew's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2021 - Present
RAYMOND JAMES & ASSOCIATES, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716May 13, 2021 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716May 13, 2021 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 880 Carillon Parkway, St Petersburg, FL 33716August 15, 2022 - Present
SUMRIDGE PARTNERS, LLC
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 5/6/2021
Operations Professional ExaminationFINRA
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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