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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 | 2022-10-17 |
| FL | RA | APPROVED | 2022-09-13 |
Branch Locations
141 5Th Street Nw Suite 100, Winter Haven, FL 33881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2012 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 06/2019 | 09/2022 |
| Raymond James & Associates, Inc. | Winter Haven | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-13 |
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