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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-18 |
| GA | RA | APPROVED | 2012-01-26 |
Branch Locations
1701 City Plaza Dr Ste G-105, Spring, TX 77389 • United States
12600 Deerfield Parkway Suite 100, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Addison Avenue Financial Partners, Llc | Alpharetta | GA | 03/2007 | Present |
| Raymond James Financial Services, Inc. | Alpharetta | GA | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Alpharetta | GA | 01/2012 | Present |
| First Tech Federal Credit Union | Alpharetta | GA | 03/2007 | Present |
| First Tech Federal Credit Union | Alpharetta | GA | 01/2012 | Present |
| Addison Avenue Investment Services | Alpharetta | GA | 01/2012 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 12600 Deerfield Parkway, Suite 100, Alpharetta, GA, 30004, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-30 |
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