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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 | 2024-07-31 |
| TX | RA | APPROVED | 2022-04-11 |
| OH | RA | APPROVED | 2022-04-01 |
Branch Locations
Zanesville, OH • United States
17 N 4Th Street Floor 2, Zanesville, OH 43701 • United States
1016 N St Rt #2, New Martinsville, WV 26155 • United States
Lakeland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville | OH | 04/2008 | 04/2022 |
| Bank Of America, Na | Zanesville | OH | 12/2009 | 04/2022 |
| Raymond James & Associates | Zanesville | OH | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
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