Best Investors Account Sign in
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-16
MI RA APPROVED 2026-01-16
  • FL RA
    APPROVED
    Since 2026-01-16
  • MI RA
    APPROVED
    Since 2026-01-16

Branch Locations

Southfield, MI • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michigan State University East Lansing MI 08/2017 06/2021
Bloomfield Hills Schools Bloomfield Hills MI 08/2011 08/2017
Oakland Hills Country Club Bloomfield Hills MI 05/2015 06/2021
Altria Lexington KY 05/2019 08/2020
Michigan State University Finance Department East Lansing MI 01/2021 05/2021
Raymond James & Associates, Inc. St. Petersburg FL 06/2021 Present
  • 08/2017 → 06/2021
    Michigan State University
    East Lansing, MI
  • 08/2011 → 08/2017
    Bloomfield Hills Schools
    Bloomfield Hills, MI
  • 05/2015 → 06/2021
    Oakland Hills Country Club
    Bloomfield Hills, MI
  • 05/2019 → 08/2020
    Altria
    Lexington, KY
  • 01/2021 → 05/2021
    Michigan State University Finance Department
    East Lansing, MI
  • 06/2021 → Present
    St. Petersburg, FL
Other Businesses

(1) Name of Business: Corporate Academy Address: 31082 Huntley Square, Beverly Hills, MI, 48025, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/28/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Principal

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-01
  • S66 Uniform Combined State Law Examination
    2021-12-01

View on SEC IAPD

More in Southfield, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor