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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-17 |
| IN | RA | APPROVED | 2013-04-19 |
Branch Locations
Zionsville, IN • United States
10401 N Meridian Street Suite 205, Carmel, IN 46290 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Indianapolis | IN | 04/2013 | Present |
(1)Name of Business: Medley Partners LLC Address: TBD, TBD, IN, TBD, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Intent to create LLC to manage liability when signing real estate lease for RJAS Branch
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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