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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 | 2013-05-10 |
| MS | RA | APPROVED | 2013-02-13 |
Branch Locations
4266 I-55 North, Suite 200, Jackson, MS 39211 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Jackson | MS | 02/2013 | Present |
(1)Name of Business: The Catholic Foundation of the Diocese of Jackson, MS Inc Address: 237 East Amite, jackson, MS, 39201, United States Activity Type: Non profit Position/Title: Officer - Vice President, Board Member, Finance/Investment Committee Member, Executive Member Investment Related: Yes Start Date: 07/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: to help oversee the operation of The Catholic Foundation of Jackson,MS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-26 |
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