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2100-925 West Georgia Street, Vancouver V6C3L2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-11 |
Branch Locations
507 Lakeshore Road East Suite 206, Mississauga, On L5G 1H9 • Canada
925 West Georgia St Suite 2100-A, Vancouver V6C 3L2 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Nesbitt Burns Securities Ltd. | Toronto, On | 10/2012 | 01/2018 | |
| Manulife Securities Incorporated | Oakville, On | 01/2018 | 10/2020 | |
| Raymond James Ltd. | Mississauga, On | 10/2020 | Present | |
| Raymond James (Usa) Ltd. | Mississauga, On | 06/2021 | Present |
1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. ADAM MCHENRY IS LOCATED AT SUITE 206 - 507 LAKESHORE ROAD EAST, MISSISSAUGA, ONTARIO, L5G 1H9 AND HAS BEEN EMPLOYED SINCE OCTOBER 19, 2020. HE IS A FULL TIME AGENT AND HIS TITLE WITH RJL IS FINANCIAL ADVISOR. HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES AND PORTFOLIO MANAGEMENT SERVICES. 2) RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. ADAM MCHENRY IS LOCATED AT SUITE 206 - 507 LAKESHORE ROAD EAST, MISSISSAUGA, ONTARIO, L5G 1H9 AND HAS BEEN LICENSED WITH RJFP SINCE OCTOBER 19, 2020. HE IS A FULL-TIME AGENT. HE DEVOTES 10-20 HOURS A MONTH TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
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