William Baker Heyser

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-06-21
FL	RA	APPROVED	2013-11-18

TX RA
APPROVED_RES

Since 2019-06-21
FL RA
APPROVED

Since 2013-11-18

Branch Locations

Odessa, FL • United States

11300 State Road 54, Trinity, FL 34655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates, Inc.	Clearwater	FL	04/2013	Present

04/2013 → Present

Raymond James & Associates, Inc.

Clearwater, FL

Other Businesses

(1) Leukemi and Lymphom Society of the Suncoast Address: Tampa, FL Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 12/02/2013; End Date: 12/6/2017 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 2 Description of duties: Committee member

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-11-08

S66 Uniform Combined State Law Examination

2013-11-08

View on SEC IAPD