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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 | 2020-12-11 |
Branch Locations
Ponte Vedre, FL • United States
30 Epic Blvd Ste 110, Saint Augustine, FL 32086 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bb&T Securities | Ponte Vedra | FL | 06/2015 | 07/2018 |
| Bb&T Securities | Ponte Vedra Beach | FL | 07/2020 | 12/2020 |
| Raymond James & Associates, Inc. | St. Augustine | FL | 12/2020 | 05/2022 |
| Raymond James & Associates, Inc. | Ponte Vedra | FL | 05/2022 | Present |
| Self-Employed | Pointe Vedra | FL | 07/2018 | Present |
(1)Name of Business: Inspired Life and Health LLC Address: 113 Stony Ford Dr, Ponte Vedra, FL, 32081, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/11/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: health and wellness education and referral marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-16 |
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