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Edward Carmelo Rodriguez

Raymond James & Associates, Inc.

St. Petersburg, FL

Carlsbad, CA

CRD 3229217

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-22
  • CA RA
    APPROVED
    Since 2026-07-22

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Carlsbad, CA • United States

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 Financial Services, Inc St. Pete FL 05/2007 05/2026
Raymond James & Associates, Inc. Carlsbad CA 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-05
S63 Uniform Securities Agent State Law Examination 2001-08-29
  • S65 Uniform Investment Adviser Law Examination
    2022-12-05
  • S63 Uniform Securities Agent State Law Examination
    2001-08-29

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC

Nearby Investors

Savina N Mintcheva
ALYSA REBECCA REINOEHL
MATTHEW KYLE MEHLTRETTER

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL

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