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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 | 2024-12-12 |
Branch Locations
18103 W Interstate 10, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc | San Antonio | TX | 08/2019 | 01/2021 |
| Neisd | San Antonio | TX | 09/2016 | 08/2017 |
| Uber | San Antonio | TX | 12/2017 | Present |
| Lyft | San Antonio | TX | 05/2017 | 04/2021 |
| Security Service Federal Credit Union | San Antonio | TX | 04/2018 | 07/2019 |
| J.P. Morgan Securities Llc | San Antonio | TX | 09/2022 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 09/2022 | 11/2024 |
| Genesis Wealth Management | Austin | TX | 11/2021 | 03/2022 |
| Premier Minerals Inc | San Antonio | TX | 01/2018 | 04/2018 |
| Unemployed | San Antonio | TX | 07/2016 | 09/2016 |
| Security Service Investment Group | San Antonio | TX | 01/2021 | 10/2021 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 12/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | San Antonio | TX | 12/2024 | Present |
| Lpl Financial Llc | Austin | TX | 11/2021 | 02/2022 |
| Raymond James Financial Services Advisors, Inc. | San Antonio | TX | 07/2021 | 10/2021 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 01/2021 | 10/2021 |
| Security Service Federal Credit Union | San Antonio | TX | 12/2024 | Present |
(1)Name of Business: Uber Address: 20710 Huebner Rd # 1239, San Antonio, TX, 78258, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 12/27/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Uber Driver (independent contractor) (2)Name of Business:Security Service Investment Group Address: 18103 W Interstate 10, San Antonio, Texas 78257-9535 Activity Type: Support Company - Non Owner PositionTitle: Other Investment Related: No Start Date: 12/5/2024 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor for SSIG
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-26 |
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