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Ximena Maria Gomez

Raymond James & Associates, Inc.

Palmetto Bay, FL

Coral Gables, FL

CRD 6392187

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-12
TX RA APPROVED 2021-07-06
  • FL RA
    APPROVED
    Since 2021-07-12
  • TX RA
    APPROVED
    Since 2021-07-06

Branch Locations

Palmetto Bay, FL • United States

396 Alhambra Cir, Ste 701, Coral Gables, FL 33134 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Miami FL 07/2007 07/2021
Raymond James And Associates, Inc. Miami FL 07/2021 Present
  • 07/2007 → 07/2021
    Wells Fargo Advisors, Llc
    Miami, FL
  • 07/2021 → Present
    Raymond James And Associates, Inc.
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-10
  • S66 Uniform Combined State Law Examination
    2020-03-10
Other Names
  • Ximena M Gomez

View on SEC IAPD

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