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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 | 2008-05-20 |
Branch Locations
200 Crescent Ct. Suite 1030, Dallas, TX 75201 • United States
Whitefish, MT • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 05/2008 | Present |
(1)Name of Business: cpb capital group LLC Address: 200 Crescent Ct Ste 1030, Dallas, TX, 75201-1534, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/30/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1979-09-18 |
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