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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2019-10-24 |
Branch Locations
210 Trilith Pkwy, Ste 340, Fayetteville, GA 30214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 03/2004 | 10/2019 |
| Bank Of America, N.A. | Peachtree City | GA | 07/2011 | 10/2019 |
| Raymond James & Associates | Peachtree City | GA | 10/2019 | Present |
I. 1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: WORLDWIDE DISCPLESHIP ASSOCIATION 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: PO BOX 142437, FAYETTEVILLE, GEORGIA 30214 6.POSITION, TITLE, ASSOCIATION: DIRECTOR, 7.START DATE OF RELATIONSHIP: 3/1/2013 8.NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLY 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 10.DUTIES: BOARD MEMBER SERVING IN AN ADVISORY ROLE TO THE MISSION OF THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-07 |
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