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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-20 |
Branch Locations
Fort Worth, TX • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arlington | TX | 11/2006 | 06/2022 |
| Raymond James & Associates, Inc | Fort Worth | TX | 06/2022 | Present |
(1) Name of Business: Address: 7559 Kurtz Ct, Fort Worth, TX, 76120, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/20/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting out my property part time as an airbnb. Managing, cleaning and marketing for the property. (2) Name of Business: Wag Address: 7559 Kurtz Ct. , Fort Worth, TX, 76120, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 04/27/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would be dog sitting in my home and some dog walking in the evenings. Hours will vary depending on how many sitting jobs I accept.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-08 |
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