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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-15 |
Branch Locations
6745 Longshore St Suite 220, Dublin, OH 43017 • United States
Columbus, OH • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 05/2024 |
| Raymond James & Associates, Inc | Dublin | OH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-21 |
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