Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-06 |
Branch Locations
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Philadelphia | PA | 04/2012 | 09/2016 |
| Raymond James & Associates, Inc. | Philadelphia | PA | 09/2016 | 04/2021 |
| Raymond James & Associates, Inc. | Devon | PA | 04/2021 | Present |
(1) Name of Business: Girl Scouts of Eastern PA Address: 416 Oak Valley Rd\nSuite 205, Media, PA, 19063, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Troop Treasurer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
Reach out to this advisor