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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-14 |
| TX | RA | APPROVED_RES | 2010-01-05 |
| CA | RA | APPROVED | 2009-12-02 |
Branch Locations
301 Yamato Road Suire 3160, Boca Raton, FL 33431 • United States
Parkland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Boca Raton | FL | 11/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Boca Raton | FL | 12/2009 | Present |
| J. B. Watt Wealth Strategies, Inc | Boca Raton | FL | 10/2010 | Present |
(1)Name of Business: J. B. Watt Wealth Strategies, Inc Address: 301 E. Yamato Rd, Ste 3160, Boca Raton, FL 33431-4920, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/05/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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