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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_RES | 2021-05-27 |
| FL | RA | APPROVED | 2021-05-12 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 05/2021 |
| Raymond James & Associates, Inc | Orlando | FL | 05/2021 | Present |
(1)Name of Business: Lux Reve LLC Address: 8625 Crestgate Cir, Orlando, FL, 32819, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/04/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent partner on my wife women's apparel and clothing line (2)Name of Business: Stormheart Goods LLC Address: 8625 Crestgate Cir, Orlando, FL, 32819, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent partner on my Wife's Amazon FBA online retail shop (3)Name of Business: Stormheart Properties II, LLC Address: 8625 Crestgate Cir, Orlando, FL, 32819, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/14/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Stormheart Properties II, LLC Address: 8625 Crestgate Circle, Orlando, FL, 32819, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/08/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: Stormheart Properties LLC Address: 8625 Crestgate Cir, Orlando, FL, 32819, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/21/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent partner. No daily activities. Company will be managed by my wife (6)Name of Business: Street Angel LLC Address: 8625 Crestgate Circle, Orlando, FL, 32819, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner with my wife in the clothing brand that was previously reported as OBA under Street Angel Activewear, which has now been incorporated as an LLC as per tax counsel advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
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