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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 | 2025-06-04 |
| PA | RA | APPROVED | 2025-05-20 |
Branch Locations
300 Conshohocken State Road Suite 400, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Conshohocken | PA | 11/2013 | 05/2025 |
| Raymond James & Associates, Inc. | West Conshohocken | PA | 05/2025 | Present |
1) IRREV TRUST OF JAMES AND LINDA EASTWOOD, STATE OF PA , TRUSTEE, TRUST HOLDS A LIFE INSURANCE POLICY, NO DAY TO DAY ACTIVITY, 2) LOWER TOBY SPORTSMAN CLUB, SWARTHMORE, PA, FLY FISHING CLUB, PRESIDENT/BOARD MEMBER, COLLECT DUES, PAY LEASE, TAXES, ETC., DEVOTE APPROX 2 HRS PER MONTH, NONE DURING BUSINESS HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-03-09 |
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