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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-19 |
Branch Locations
6001 Royalton Rd, Suite 210, Broadview Heights, OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Broadview Heights | OH | 10/2023 | 06/2024 |
| Raymond James & Associates, Inc. | Broadview Heights | OH | 06/2024 | Present |
| Ohio University | Athens | OH | 07/2018 | 05/2023 |
| Beaver Area School District | Beaver | PA | 08/2005 | 07/2018 |
| Unemployed | Norton | OH | 05/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
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