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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-19 |
Branch Locations
950 W Bannock St Suite 700, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Portland | OR | 04/2022 | 08/2024 |
| Raymond James & Associate Inc | Portland | OR | 08/2024 | Present |
| George Fox University | Newberg | OR | 03/2014 | 05/2017 |
| Jenny Baines Interiors | Portland | OR | 05/2016 | 11/2016 |
| No Employment | Boise | ID | 05/2017 | 08/2017 |
| Hyde Perk Coffee House | Boise | ID | 08/2017 | 04/2018 |
| Opus Agency | Beaverton | OR | 04/2018 | 07/2020 |
| No Employment | Portland | OR | 07/2020 | 07/2021 |
| Cascade Sotheby's International Realty | Portland | OR | 07/2021 | 02/2022 |
| No Employment | Portland | OR | 02/2022 | 04/2022 |
| Raymond James & Associate Inc | Portland | OR | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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