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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
FL RA APPROVED 2026-06-25
AL RA APPROVED 2026-02-23
  • FL RA
    APPROVED
    Since 2026-06-25
  • AL RA
    APPROVED
    Since 2026-02-23

Branch Locations

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
Raymond James & Associates, Inc. Huntsville AL 05/2025 11/2025
Raymond James & Associates, Inc. St. Petersburg FL 11/2025 Present
Bob Jones High School Madison AL 11/2018 05/2022
University Of Alabama Huntsville AL 08/2022 Present
University Fitness Center Huntsville AL 04/2025 09/2025
Full-Time Education Dallas TX 01/2015 11/2018
  • 05/2025 → 11/2025
    Huntsville, AL
  • 11/2025 → Present
    St. Petersburg, FL
  • 11/2018 → 05/2022
    Bob Jones High School
    Madison, AL
  • 08/2022 → Present
    University Of Alabama
    Huntsville, AL
  • 04/2025 → 09/2025
    University Fitness Center
    Huntsville, AL
  • 01/2015 → 11/2018
    Full-Time Education
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20

View on SEC IAPD

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