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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 | 2018-05-17 |
Branch Locations
1725 Electric Ave Unit 330, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Watkinsville | GA | 03/2015 | 04/2018 |
| Suntrust Advisory Services | Watkinsville | GA | 09/2016 | 04/2018 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Watkinsville | GA | 05/2017 | Present |
(1)Name of Business: 330Cowork Address: 1725 Electric Ave Unit 330, Watkinsville, GA, 30677-2641, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/24/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Administrative support while employee is out of the office as needed and begins maternity leave in October 2024. (2)Name of Business: The Avenue Wealth Management LLC Address: 1725 Electric Avenue, Unit 330, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: The Avenue Wire Park Wealth Management Address: 1725 Electric Ave Unit 330, Watkinsville, GA, 30677-2641, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (4)Name of Business: Tree By The Sea Insurance, LLC Address: 6250 Hwy 72 West, Colbert, GA, 30628, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 04/12/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Back office admin and operations for a fixed life insurance agency. I am not involved with solicitation or sales of insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-12 |
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