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Danielle R Walls

Raymond James & Associates, Inc.

Lakewood Ranch, FL

Lakewood Ranch, FL

Naples, FL

CRD 7433612

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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
TX RA APPROVED 2025-03-14
FL RA APPROVED 2025-02-06
  • TX RA
    APPROVED
    Since 2025-03-14
  • FL RA
    APPROVED
    Since 2025-02-06

Branch Locations

Lakewood Ranch, FL • United States

8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States

1421 Pine Ridge Road Suite 300, Naples, FL 34109 • 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
Morgan Stanley Smith Barney Llc Sarasota FL 09/2021 01/2022
The Ritz-Carlton, Sarasota Sarasota FL 05/2014 01/2025
Morgan Stanley Smith Barney Llc Sarasota FL 01/2022 01/2025
Morgan Stanley Private Bank, N.A. New York NY 03/2022 01/2025
Raymond James & Associates, Inc. Lakewood Ranch FL 01/2025 Present
Morgan Stanley Private Bank, N.A New York NY 03/2022 01/2025
  • 09/2021 → 01/2022
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 05/2014 → 01/2025
    The Ritz-Carlton, Sarasota
    Sarasota, FL
  • 01/2022 → 01/2025
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 03/2022 → 01/2025
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 01/2025 → Present
    Raymond James & Associates, Inc.
    Lakewood Ranch, FL
  • 03/2022 → 01/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-18
  • S66 Uniform Combined State Law Examination
    2021-12-18
Other Names
  • Schulz

View on SEC IAPD

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