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Mark Allen Degon

Raymond James & Associates, Inc.

Boerne, TX

Spokane, WA

CRD 2344598

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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 2022-03-29
WA RA APPROVED 2022-03-03
  • TX RA
    APPROVED
    Since 2022-03-29
  • WA RA
    APPROVED
    Since 2022-03-03

Branch Locations

Boerne, TX • United States

501North Riverpoint Blvd Suite 245, Spokane, WA 99202 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 03/1993 03/2022
Bank Of America,N.A. Spokane WA 06/2011 03/2022
Raymond James & Associates Inc. Spokane WA 03/2022 Present
Raymond James & Associates, Inc. Boerne TX 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-11-06
S63 Uniform Securities Agent State Law Examination 1993-07-10
  • S65 Uniform Investment Adviser Law Examination
    1993-11-06
  • S63 Uniform Securities Agent State Law Examination
    1993-07-10
Other Names
  • Mark Degon

View on SEC IAPD

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