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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 | 2026-08-17 |
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2011 | 07/2026 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 07/2026 |
| Raymond James & Associates, Inc. | Palm Beach Gardens | FL | 07/2026 | Present |
FIRST PRESBYTERIAN CHURCH NORTH PALM BEACH POSITION: Elder and Chair of the Finance Committee NATURE: Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: North Palm Beach FL, United States DESCRIPTION: As a church Elder, I'm an officer of the organization, and chair of the finance committee. The finance committee reviews the church budget and provides input on the church finances. This includes oversight of the church investment accounts. Oversight involves review and approval of any changes recommended by the financial advisor/firm handling the church's investment accounts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
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