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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2014-06-17 |
Branch Locations
8245 Holly Road Suite 201, Grand Blanc, MI 48439 • United States
Clarkston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Grand Blanc | MI | 06/2014 | Present |
1) Name of Business : Guardian & Conservator for Aunt Address: Clarkston, MI Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related:Yes Start Date: 2/26/2020 Hours per month devoted to this business: 7 Hours per month devoted to this business during trading hours: 0 Description of duties: Making sure she is safe and her medical, social and emotional needs are met. Admittance into assisted living, securing her home, forwarding mail and paying her bills. Getting telephone service at facility. Court appearances, documentation of bills, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-06 |
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