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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-05 |
| KY | RA | APPROVED | 2022-09-06 |
| TN | RA | APPROVED | 2022-09-06 |
Branch Locations
11400 Parkside Drive Suite 200, Knoxville, TN 37934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliant Wealth Planning | Louisville | KY | 07/2018 | 05/2022 |
| Self Employed | Knoxville | TN | 06/2015 | 06/2018 |
| Raymond James & Associates, Inc. | Knoxville | TN | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
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