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2100-925 West Georgia Street, Vancouver V6C3L2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-27 |
Branch Locations
925 West Georgia St Suite 2100-A, Vancouver V6C 3L2 • Canada
1001-20 Erb St West Unit B, Waterloo, Ontario N2L 1T2 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Ltd. | Waterloo, Ontario | 01/2009 | Present | |
| Raymond James (Usa) Ltd. | Waterloo, Ontario | 03/2020 | Present |
(1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH IIROC, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. BEE LEAN MACIKUNAS IS LOCATED AT 1001-20 ERB ST WEST UNIT B, WATERLOO, ON, N2L 1T2 AND HAS BEEN EMPLOYED SINCE JANUARY 30, 2009. SHE IS A FULL TIME EMPLOYEE AND HER TITLE WITH RJL IS "FINANCIAL ADVISOR". SHE DEVOTES 40 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES INCLUDE SALES. (2) RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. BEE LEAN MACIKUNAS IS LOCATED AT 1001-20 ERB ST WEST UNIT B, WATERLOO, ON, N2L 1T2 AND HAS BEEN LICENSED WITH RJFP SINCE JANUARY 30, 2009. SHE IS A FULL-TIME EMPLOYEE. SHE DEVOTES 40 HOURS A MONTH TO THIS BUSINESS. HER JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-11 |
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