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Benjamin Daniel Davis

Raymond James & Associates, Inc.

St. Petersburg, FL

CRD 6030810

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-04-16
  • FL RA
    APPROVED
    Since 2018-04-16

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corp. Tampa FL 07/2015 03/2018
Raymond James & Associates Saint Petersburg FL 04/2018 Present
  • 07/2015 → 03/2018
    Invest Financial Corp.
    Tampa, FL
  • 04/2018 → Present
    Raymond James & Associates
    Saint Petersburg, FL
Previous Registrations
  • 2015-09-24 → 2018-03-19
    Invest Financial Corporation
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-19
  • S66 Uniform Combined State Law Examination
    2015-09-19
Other Names
  • Ben Davis

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC

Nearby Investors

Savina N Mintcheva
ALYSA REBECCA REINOEHL
MATTHEW KYLE MEHLTRETTER

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL

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