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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-04 |
Branch Locations
Birmingham, MI • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Birmingham | MI | 01/2003 | 11/2025 |
| Raymond James & Associates, Inc. | Birmingham | MI | 11/2025 | Present |
1) Candlewood Lake Properties, LLC / Not investment related / 484 Bennaville Ave, Birmingham, MI 48009 / My LLC owns and manages a rental property / Trustee, Member / Started 10/01/2019 / 2 hours per month devoted to business / 0 hours per month devoted during trading / I own and manage a rental property. I will lease the property and perform routine and as needed maintenance to the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
Reach out to this advisor