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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-01
  • TX RA
    APPROVED
    Since 2022-03-01

Branch Locations

1785 State Hwy 26 Suite 200, Grapevine, TX 76051 • United States

Farmers Branch, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2015 → 03/2022
    Dallas, TX
  • 03/2022 → Present
    Raymond James Financial Services, Inc
    Grapevine, TX
  • 03/2022 → Present
    Raymond James Financial Advisor Services, Inc
    Grapevine, TX
  • 01/2025 → 10/2025
    Dallas Wealth Advisors
    Dallas, TX
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-05
  • S66 Uniform Combined State Law Examination
    2001-12-05
Designations
  • Certified Financial Planner
Other Names
  • Robert Lee Wilson
  • Robert Lee Redabaugh
  • Rob Hrnicek

View on SEC IAPD

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