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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 | 2022-03-01 |
Branch Locations
1785 State Hwy 26 Suite 200, Grapevine, TX 76051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Dallas | TX | 10/2015 | 03/2022 |
| Raymond James Financial Services, Inc | Grapevine | TX | 03/2022 | Present |
| Raymond James Financial Advisor Services, Inc | Grapevine | TX | 03/2022 | Present |
| Dallas Wealth Advisors | Dallas | TX | 01/2025 | 10/2025 |
(1)Name of Business: Cohonesto LLC Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244-8087, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Support Company Not Held out (2)Name of Business: KMAM, Inc Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244-8087, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Support Company Not Held out (3)Name of Business: North Texas Wealth Partners Address: 1785 State Highway 26 Ste 200, Grapevine, TX, 76051-2217, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: NTX Wealth Partners Address: 1785 State Highway 26 Ste 200, Grapevine, TX, 76051-2217, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-05 |
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