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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 | 2020-10-15 |
| MI | RA | APPROVED | 2010-08-26 |
Branch Locations
625 Kenmoor Ave Se Suite 308, Grand Rapids, MI 49546 • United States
Traverse City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Grand Rapids | MI | 08/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Grand Rapids | MI | 08/2010 | Present |
| Al Bruchnak Financial Services, Llc | Grand Rapids | MI | 01/2015 | Present |
(1)Name of Business: Al Bruchnak Financial Services, LLC Address: 625 Kenmoor Ave SE Ste 308, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: For Real Money Designs, LLC Address: 5916 S. Shore Dr., Whitehall , MI, 49461, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/28/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My niece and I own this entity created for the sole purpose of holding domain names and logos we've created
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-12 |
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