Best Investors Account Sign in
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
TN RA APPROVED 2026-07-17
  • TN RA
    APPROVED
    Since 2026-07-17

Branch Locations

889 Ridge Lake Blvd, Memphis, TN 38120 • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jrc Investments, Llc Memphis TN 01/2013 12/2022
Raymond James & Associates, Inc Germantown TN 10/2024 Present
Crye Leike Realtors Memphis TN 05/2024 12/2024
National Properties Buyer Llc Memphis TN 11/2019 12/2022
Keller Williams Realty Memphis TN 03/2015 11/2017
Pinnacle Realty Cordova TN 11/2018 05/2024
Pinnacle Realty Memphis TN 09/2025 Present
  • 01/2013 → 12/2022
    Jrc Investments, Llc
    Memphis, TN
  • 10/2024 → Present
    Germantown, TN
  • 05/2024 → 12/2024
    Crye Leike Realtors
    Memphis, TN
  • 11/2019 → 12/2022
    National Properties Buyer Llc
    Memphis, TN
  • 03/2015 → 11/2017
    Keller Williams Realty
    Memphis, TN
  • 11/2018 → 05/2024
    Pinnacle Realty
    Cordova, TN
  • 09/2025 → Present
    Pinnacle Realty
    Memphis, TN
Previous Registrations
Other Businesses

(1)Name of Business: Kaizen Realty Address: 7540 NORTH ST, GERMANTOWN, TN, 38138, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 12/27/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage my rentals, help a few family/friends with real estate during evenings or weekends on a minimum basis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
S65 Uniform Investment Adviser Law Examination 2009-05-28
S63 Uniform Securities Agent State Law Examination 2008-12-03
  • S66 Uniform Combined State Law Examination
    2026-07-16
  • S65 Uniform Investment Adviser Law Examination
    2009-05-28
  • S63 Uniform Securities Agent State Law Examination
    2008-12-03
Designations
  • Certified Financial Planner
Other Names
  • Yang Chan Lin
  • Rebecca Yang Lin

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Memphis, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor