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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
200 Ashford Center N. Suite 150, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Atlanta | GA | 02/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Atlanta | GA | 01/2009 | Present |
(1)Name of Business: Address: 185 Stoney Ridge Drive, John's Creek, GA, 30022, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/03/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Advanced Financial Strategies Address: 200 Ashford Ctr N Ste 150, Atlanta, GA, 30338, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The name of my Sub S corporation. RJFS is also prominently displayed. (3)Name of Business: Bligh Val; Lynda Parker Address: 200 Ashford Ctr N Ste 150, Atlanta, GA, 30338, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/08/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of parents' CST for the benefit of my sister, Valda Bligh
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-23 |
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