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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_RES | 2013-04-23 |
| FL | RA | APPROVED | 2013-02-13 |
Branch Locations
2811 Ponce De Leon Blvd. Suite 800, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Coral Gables | FL | 02/2013 | Present |
(1)Name of Business: Corewood, LLC. Address: 5700 SW 85th Street, South Miami, FL, 33143, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 08/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: LEGAL SERVICES OF GREATER MIAMI FOUNDATION, INC. Address: 4343 West Flagler, Suite #100, Miami, FL, 33134, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 05/25/2015 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 a member of the investment committee. We report to the full board on matters related to the endowment. (3)Name of Business: Sonder Slope Investment Trust Address: 5700 SW 85Th Street, South Miami, FL, 33143, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 05/17/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
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