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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED_RES | 2020-06-16 |
| ID | RA | APPROVED | 2020-05-28 |
Branch Locations
Scottsdale, AZ • United States
2100 Northwest Blvd. Suite 260, Coeur D Alene, ID 83814 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D'ALene | ID | 06/1988 | 05/2020 |
| Bank Of America, N.A. | Financial Advisor | ID | 09/2009 | 05/2020 |
| Raymond James & Associates, Inc | Coeur D'ALene | ID | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-16 |
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