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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
VA RA APPROVED 2025-04-09
  • VA RA
    APPROVED
    Since 2025-04-09

Branch Locations

Mclean, VA • United States

1950 Opportunity Way Ste 950, Reston, VA 20190 • 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
Raymond James & Associates, Inc. Reston VA 09/2022 09/2024
Raymond James & Associates, Inc. Reston VA 10/2024 Present
Robert W. Baird & Co. Reston VA 07/2022 09/2022
Tax Hub Solutions Waldorf MD 08/2021 07/2022
University Of Virginia Charlottesville VA 07/2018 05/2021
The Donohoe Companies Charlottesville VA 08/2019 10/2020
Marriott Charlottesville VA 05/2019 01/2020
Dittmar Company Arlington VA 11/2015 07/2018
Unemployed Alexandria VA 05/2021 08/2021
  • 09/2022 → 09/2024
    Reston, VA
  • 10/2024 → Present
    Reston, VA
  • 07/2022 → 09/2022
    Robert W. Baird & Co.
    Reston, VA
  • 08/2021 → 07/2022
    Tax Hub Solutions
    Waldorf, MD
  • 07/2018 → 05/2021
    University Of Virginia
    Charlottesville, VA
  • 08/2019 → 10/2020
    The Donohoe Companies
    Charlottesville, VA
  • 05/2019 → 01/2020
    Marriott
    Charlottesville, VA
  • 11/2015 → 07/2018
    Dittmar Company
    Arlington, VA
  • 05/2021 → 08/2021
    Unemployed
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-05
  • S66 Uniform Combined State Law Examination
    2025-04-05
Other Names
  • Abel Chavez
  • Abel Chavezlopez

View on SEC IAPD

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