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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2015-05-11 |
| TX | RA | APPROVED | 2015-05-08 |
Branch Locations
102 W. Silver Lake Road Suite 200, Fenton, MI 48430 • United States
8245 Holly Road Suite 201, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Grand Blanc | MI | 05/2015 | 08/2018 |
| Raymond James & Associates, Inc. | Fenton | MI | 08/2018 | Present |
(1)Name of Business: Horizon Group of Fenton L.L.C. Address: 102 W Silver Lake Rd Ste 200, Fenton, MI, 48430-2845, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/27/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager / Owner (1 of 5) (2)Name of Business: TKJ Fenton, L.L.C. Address: 102 W. Silver Lake Rd, Fenton , MI, 48430, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/20/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor in a commercial real estate property that will be developed for Leasing and sale. Sale of the 3rd floor - sold to Serra Works, Sale of the 2nd floor - sold to Horizon Group Advisors LLC and the 1st floor sale to Serra Works.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-19 |
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