Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-09 |
| PA | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | New York | NY | 06/2025 | Present |
| Members 1St Federal Credit Union | Enola | PA | 05/2023 | 04/2024 |
| Raymond James & Associates | New York | NY | 05/2024 | 08/2024 |
| Lululemon | Lancaster | PA | 09/2021 | 05/2022 |
| Tulane University | New Orleans | LA | 07/2022 | 04/2023 |
| Adidas | Lancaster | PA | 09/2019 | 07/2021 |
| Conestoga Valley School District | Lancaster | PA | 01/2015 | 08/2019 |
| Tulane University | New Orleans | LA | 08/2024 | 12/2024 |
| Emerald Advisors | Lancaster | PA | 12/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-19 |
Reach out to this advisor