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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-10 |
Branch Locations
9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Beverly Hills | CA | 01/2025 | Present |
| Greenwald Weiss Attorneys At Law | Brooklyn | NY | 07/2023 | 06/2024 |
| Unemployed | New York | NY | 06/2024 | 01/2025 |
| Full-Time Education | New York | NY | 08/2019 | 07/2023 |
| Full-Time Education | Los Angeles | CA | 08/2014 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
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