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Current Employers
Raymond James (Usa) Ltd.

2100-925 West Georgia Street, Vancouver V6C3L2 • Canada

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-07
  • CA RA
    APPROVED
    Since 2024-02-07

Branch Locations

1000 - 1175 Douglas Street, Victoria, British Columbia V8W 2E1 • Canada

Suite 2100 925 West Georgia Street, Vancouver, Bc V6C 3L2 • Canada

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
Raymond James Ltd. Victoria, Bc 08/2023 Present
Raymond James (Usa) Ltd Victoria, Bc 01/2024 Present
Raymond James Financial Planning Ltd. Victoria, Bc 12/2023 Present
Ipc Investment Corporation Mississauga 08/2021 06/2023
Bear Street Financial Banff 06/2021 06/2023
Bear Street Financial Group Inc. Banff 10/2021 06/2023
Earl's Restaurant Banff 06/2021 11/2021
Bcimc Victoria 08/2017 04/2018
University Of Notre Dame Notre Dame IN 06/2013 06/2017
Unemployed Victoria 05/2018 05/2021
  • 08/2023 → Present
    Raymond James Ltd.
    Victoria, Bc
  • 01/2024 → Present
    Victoria, Bc
  • 12/2023 → Present
    Raymond James Financial Planning Ltd.
    Victoria, Bc
  • 08/2021 → 06/2023
    Ipc Investment Corporation
    Mississauga
  • 06/2021 → 06/2023
    Bear Street Financial
    Banff
  • 10/2021 → 06/2023
    Bear Street Financial Group Inc.
    Banff
  • 06/2021 → 11/2021
    Earl's Restaurant
    Banff
  • 08/2017 → 04/2018
    Bcimc
    Victoria
  • 06/2013 → 06/2017
    University Of Notre Dame
    Notre Dame, IN
  • 05/2018 → 05/2021
    Unemployed
    Victoria
Other Businesses

RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. Chad Katunar IS LOCATED AT #1000 ,1175 Douglas Street Victoria, BC V8W 2E1 Canda AND HAS BEEN EMPLOYED SINCE Aug 28, 2023.HE IS A FULL TIME EMPLOYEE AND HIS TITLE WITH RJL IS "FINANCIAL ADVISOR". HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES. RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. Chad Katunar IS LOCATED AT #1000 ,1175 Douglas Street Victoria, BC V8W 2E1 Canda AND HAS BEEN LICENSED WITH RJFP SINCE Dec 22, 2023. HE IS A FULL-TIME EMPLOYEE. HE DEVOTES 20 A MONTH TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-09
S65 Uniform Investment Adviser Law Examination 2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-29

View on SEC IAPD

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