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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 | 2025-02-04 |
Branch Locations
6500 River Place Blvd Building 7 Suite 250, Austin, TX 78730 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | The Woodlands | TX | 06/2009 | 01/2025 |
| Raymond James Financial Services, Inc. | Austin | TX | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Austin | TX | 01/2025 | Present |
(1)Name of Business: Address: Magnolia, TX, 77355, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I was gifted an essential oil business when a friend's mom passed. We were given her line of business. I do not solicit business, only receive pay from the people in her business when they buy products. I purchase and use oils from our business but again do not talk to people about joining our business. (2)Name of Business: Camden Property Investments LLC Address: Magnolia, TX, 77355, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 04/04/2025 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 husband will be using funds from our joint account for various expenses involved with investing/flipping houses. I do not have any role in their company and will not be involved other than Brad using money from our joint account for occasional expenses. (3) The Coyle Group Not investment related Austin, TX DBA/Support Company Advisor 1/2025 0 hrs per month 0 hrs during trading hrs 2) Young Living Essential Oils Not investment related Independent Contractor Essential oils Online, UT 10/2016 0 hrs per month 4 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-15 |
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