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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2021-10-21 |
Branch Locations
122 Uptown Drive Suite 401, Bay City, MI 48708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Bay City | MI | 10/2021 | Present |
| Morgan Stanley & Co., Incorporated | Birmingham | MI | 11/2014 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-09 |
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