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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_RES 2022-10-06
FL RA APPROVED 2020-03-06
  • TX RA
    APPROVED_RES
    Since 2022-10-06
  • FL RA
    APPROVED
    Since 2020-03-06

Branch Locations

18401 Murdock Circle Suite B, Port Charlotte, FL 33948 • 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
Raymond James & Associates, Inc. Port Charlotte FL 11/2019 Present
Self-Employed Port Charlotte FL 06/2013 11/2019
Other Businesses

(1)Name of Business: Greg Ordmandy-Rental Address: 21275, Midway Blvd, FL, 33954, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/30/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and manage rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-03
  • S66 Uniform Combined State Law Examination
    2020-03-03
Other Names
  • Gregory Ordmandy
  • Gregory Michael Ordmandy

View on SEC IAPD

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