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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 | 2020-01-03 |
| FL | RA | APPROVED | 2018-11-07 |
Branch Locations
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Distributors | St. Petersburg | FL | 06/2013 | 09/2018 |
| Raymond James And Associates | Lakewood Ranch | FL | 09/2018 | Present |
Name of Business : n/a Address: n/a,n/a, FL Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related: Yes Start Date: 06/24/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Durable POA for my wife
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-26 |
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