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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-06 |
Branch Locations
Warrington, PA • United States
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Doylestown | PA | 10/2022 | Present |
| Hershey's Mill Golf Club | West Chester | PA | 09/2018 | 07/2021 |
| Exp Realty | Philadelphia | PA | 07/2021 | 10/2022 |
| Lasalle College High School | Wyndmoor | PA | 09/2013 | 05/2017 |
| West Chester University | West Chester | PA | 08/2017 | 05/2021 |
| Stove And Tap Restaurant | West Chester | PA | 01/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-21 |
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