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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
FL RA APPROVED 2026-08-12
TX RA APPROVED_RES 2026-03-23
GA RA APPROVED 2017-08-25
  • FL RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED_RES
    Since 2026-03-23
  • GA RA
    APPROVED
    Since 2017-08-25

Branch Locations

1360 Caduceus Way Building 800 - Suite 101, Watkinsville, GA 30677 • United States

10163 Fortune Parkway , Jacksonville, FL 32256 • 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
Edward Jones St Louis MO 12/2001 08/2017
Raymond James Financial Services, Inc. Watkinsville GA 08/2017 Present
Raymond James Financial Services Advisors Inc. Watkinsville GA 08/2017 Present
Tsd Advisors Llc Dba The Avenue Wealth Management Group Watkinsville GA 08/2017 Present
Bones Investments Fitzgerald GA 01/2005 Present
  • 12/2001 → 08/2017
    St Louis, MO
  • 08/2017 → Present
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 08/2017 → Present
    Watkinsville, GA
  • 08/2017 → Present
    Tsd Advisors Llc Dba The Avenue Wealth Management Group
    Watkinsville, GA
  • 01/2005 → Present
    Bones Investments
    Fitzgerald, GA
Previous Registrations
Other Businesses

(1)Name of Business: Bones Investments Address: PO Box 98, Fitzgerald , GA, 31750, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 01/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: TSD Advisors LLC DBA The Avenue Wealth Management Group Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/18/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advise clients on what to invest their money into

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-02
S63 Uniform Securities Agent State Law Examination 2002-02-22
  • S66 Uniform Combined State Law Examination
    2007-03-02
  • S63 Uniform Securities Agent State Law Examination
    2002-02-22
Other Names
  • Michael Linton Malone

View on SEC IAPD

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