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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-23 |
| AL | RA | APPROVED | 2021-06-08 |
| TX | RA | APPROVED_RES | 2013-09-09 |
| GA | RA | APPROVED | 2013-08-14 |
Branch Locations
824 S Osprey Ave, Sarasota, FL 34236-7834 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates Inc | Atlanta | GA | 08/2013 | Present |
| Raymond James & Associates, Inc. | Cropwell | AL | 06/2021 | Present |
| Raymond James & Associates, Inc. | Sarasota | FL | 02/2022 | Present |
(1) NAME OF BUSINESS : N/A ADDRESS: ATLANTA, GA NATURE OF THE BUSINESS: TRUSTEE/SUCCESSOR TRUSTEE POSITION/TITLE: TRUSTEE/SUCCESSOR TRUSTEE INVESTMENT RELATED:NO START DATE: 09/22/1995 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0.1 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: TRUSTEE OF LIFE INSURANCE TRUST. WRITE "CRUMMY LETTERS' AND PAY THE ANNUAL PREMIUMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-17 |
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