This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RAYMOND JAMES & ASSOCIATES, INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 20, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 20, 2007

First registration

Nov 26, 2007

Dual registered

yes, broker-dealer

Other names

KATIE WILLIAMS|KATHRYN ANN WILLIAMS|KATIE WILLIAMS SATTERTHWAITE

IAPD individual key

5401237

• Occurred

  Aug 6, 2024
  Advisor changed firm

  Kathryn Williams Satterthwaite left First Horizon Advisors, Inc for First Tennessee Advisory Services, Inc. (registered 2012-04-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69aa6dfc-f0cd-8aa6-9dfa-035293349d62

First observed

Nov 26, 2007

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.