Katie Edmonds is a registered investment advisor, based in Tampa, FL, with 5 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Katie is a signer on the family farm accounts for Fehrman Farm LLC, dedicating minimal time. She also performs general admin duties as an associate/employee for Fehrman Investment Group, spending minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2026 - Present · 3 mos
Concurrent Investment Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2021 - February 2026 · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
October 2020 - February 2026 · 5 yrs 4 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.