Rebecca Citrenbaum Perkins

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-12-18
PA	RA	APPROVED	2014-04-17

TX RA
APPROVED_RES

Since 2024-12-18
PA RA
APPROVED

Since 2014-04-17

Branch Locations

300 Conshohocken State Road Suite 400, West Conshohocken, PA 19428 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James And Assoiciates	Bala Cynwyd	PA	05/2011	Present

05/2011 → Present

Raymond James And Assoiciates

Bala Cynwyd, PA

Other Businesses

(1)Name of Business: Arrington Address: 300 Conshohocken State Rd Ste 400, Conshohocken, PA, 19428-3813, United States Activity Type: Control Person Position/Title: Other (Acting), Executor (Acting) Investment Related: Yes Start Date: 03/20/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am not the executor, my husband is of a client of mine.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-05-28

S63 Uniform Securities Agent State Law Examination

1992-05-28

Other Names

Beth Citrenbaum
Rebecca Susan Citrenbaum
Rebecca S Citrenbaum
Rebecca Susan Citrenbaum
Rebecca Citrenbaum Perkins

View on SEC IAPD