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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| GA | RA | APPROVED | 2026-04-17 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2009 | 04/2026 |
| Bank Of America, Na | Atlanta | GA | 12/2009 | 04/2026 |
| Raymond James & Associates, Inc. | Atlanta | GA | 04/2026 | Present |
For profit or not for profit: Entity For Profit Name of outside business organization: Age of Generosity, LLC Investment related: N Address of business: Atlanta, Georgia Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 6/1/2022 Number of hours devoted: 4 hrs weekly Number of hours devoted during trading hours: 1 Duties: , The company has been created to own and oversee the intellectual property I have created personally on the topic of generosity and giving. I am the founder and sole member of the LLC. For profit or not for profit: Entity For Profit Name of outside business organization: WISEgenerosity Investment related: N Address of business: Atlanta, Georgia Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 3/1/2023 Number of hours devoted: 20 hrs monthly Number of hours devoted during trading hours: 0 Duties: , This entry replaces an existing OBA called "The Abundance Imperative." That activity was approved in June 2014, and I have been working on the project since. I nearly have finished a book on the topic of generosity. As before with a new title, the purpose of the book is to educate and inspire a wide audience to contribute more of their time, talent, and treasure to others. I have attached an outline of the book to this request. Meanwhile, I have signed a publishing contract to produce the book with a projected release date of January 2024. Entity Type: Charitable Name of OBA: The Generosity Project Inc. Address: Atlanta, GA Investment Related:No + no pay Position, Title, Association:Officer Start Date: 5/23/2016 No Hours: Yearly No Hours during trading:0 Duties: I registered this entity to hold the name for future potential use. The corporation is not active or operational.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-02 |
Reach out to this advisor