Donald Edward Peterson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Raymond James & Associates, Inc.
  St Petersburg, FL

Previous Registrations

• 2004-01-15 → 2011-04-11
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN

Other Businesses

(1)Name of Business: DKKA LLC Address: 1931 Carolina Avenue, St. Petersburg, FL, 33703, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/31/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: my wife and I own 100% of DKKA LLC, registered in Florida, which will own and operate one or more real estate rentals. I will participate in LLC decisions. (2)Name of Business: Freeman Avenue LLC Address: 1931 Carolina Avenue NE, St. Petersburg, FL, 33703, United States Activity Type: Personal/Private Investment Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/25/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collectively with my wife, we will be 50% owners of Freeman Avenue LLC which originally acquired a rental house in Wellfleet, Mass, but has since also purchased a condominium in St Petersburg, Florida. Wife's brother will own other 50%. I will participate in LLC decisions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-01-06

Other Names

• Don Peterson