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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 2022-09-08
PA RA APPROVED 2022-08-25
  • TX RA
    APPROVED
    Since 2022-09-08
  • PA RA
    APPROVED
    Since 2022-08-25

Branch Locations

800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States

Wexford, PA • 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
Hefren Tillotson Pittsburgh PA 08/2016 08/2022
Raymond James & Associates, Inc Cranberry Township PA 08/2022 Present
Previous Registrations
  • 2016-12-22 → 2022-08-25
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Wexford, PA
Other Businesses

1)Women, Wisdom & Wealth 2)Not investment-related 3)Address N/A 4)Education 5)Educator/Consultant 6)Start Date 2/10/2020 7)3 hrs./week and weekends 8)N/A 9)Educate women through speaking/books to better understand finances.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-22
  • S66 Uniform Combined State Law Examination
    2016-12-22
Designations
  • Certified Financial Planner
Other Names
  • Erin Weber

View on SEC IAPD

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