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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-14 |
Branch Locations
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Boca Raton | FL | 05/2022 | Present |
| Saint Andrew'S School | Boca Raton | FL | 08/2011 | 05/2019 |
| Emory University | Atlanta | GA | 08/2019 | 05/2023 |
(1)Name of Business: Kaloa Development Corporation S.A. Address: 3344 NW 53rd Circle, Boca Raton, FL, 33496, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: No Start Date: 11/30/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Prudent Partners, LLC. Address: 3344 NW 53rd Circle, Boca Raton, FL, 33496, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A passive stakeholder - Prudent Partners, LLC is the investment vehicle being used to acquire a 25% equity stake in AFB Breakpoint LLC. It functions as a shell investment entity established specifically to participate in AFB Breakpoint.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
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