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Elroy Masters

Raymond James & Associates, Inc.

Tucson, AZ

CRD 6689365

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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
TX RA APPROVED 2021-01-27
AZ RA APPROVED 2020-06-30
  • TX RA
    APPROVED
    Since 2021-01-27
  • AZ RA
    APPROVED
    Since 2020-06-30

Branch Locations

1755 East Skyline Drive Suite 101, Tucson, AZ 85718 • 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. Tucson AZ 03/2020 Present
Udr Denver CO 06/2017 02/2020
Colorado State University - Student Fort Collins CO 07/2013 05/2017
  • 03/2020 → Present
    Raymond James & Associates, Inc.
    Tucson, AZ
  • 06/2017 → 02/2020
    Udr
    Denver, CO
  • 07/2013 → 05/2017
    Colorado State University - Student
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-26
  • S66 Uniform Combined State Law Examination
    2020-06-26
Other Names
  • Elroy Masters

View on SEC IAPD

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