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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
13500 Evening Creek Dr N, Suite 100, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | San Diego | CA | 10/2025 | Present |
| Five9 | San Diego | CA | 08/2022 | 04/2025 |
| Hexagon Sig | Chicago | IL | 10/2020 | 08/2022 |
| Accenture | Chicago | IL | 10/2016 | 09/2020 |
| Unemployed | San Diego | CA | 04/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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