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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 | 2025-05-06 |
Branch Locations
5956 Sherry Lane Suite 1900, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Dallas | TX | 08/2020 | 04/2025 |
| University Of Arkansas | Fayetteville | AR | 08/2016 | 05/2020 |
| Raymond James | Dallas | TX | 05/2017 | 08/2019 |
| Raymond James & Associates Inc. | Dallas | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-14 |
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