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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED_RES | 2024-11-15 |
| OH | RA | APPROVED | 2024-10-29 |
Branch Locations
Perrysburg, OH • United States
1470 Schwarz Meadow Drive, O'FAllon, IL 62269 • United States
28366 Kensington Lane Suite 1, Perrysburg, OH 43551 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Perrysburg | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Perrysburg | OH | 11/2016 | 10/2024 |
| Raymond James & Associates, Inc. | Perrysburg | OH | 10/2024 | Present |
ARBONNE; NOT INV RELATED; PERRYSBURG, OH; NUTRITIONAL PRODUCTS; REPRESENTATIVE; START 2/26/2014; 0.25 HOURS PER MONTH, 0 DURING TRADING; PURCHASING ARBONNE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-14 |
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