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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-19 |
| FL | RA | APPROVED | 2001-11-02 |
Branch Locations
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Assoc., Inc. | Boca Raton | FL | 11/2001 | Present |
(1)Name of Business: Jewish Federation of South Palm Beach Foundation Address: 9901 Donna Klein Blvd, Boca Raton, FL, 33428, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 08/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of Investment Committee (2)Name of Business: Mystic Cove of Jupiter Address: 135 Mystic Lane, Jupiter, FL, 33458, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 02/16/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of BOD of homeowner association
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-11-14 |
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