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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_RES 2017-09-08
MO RA APPROVED 2015-09-03
  • TX RA
    APPROVED_RES
    Since 2017-09-08
  • MO RA
    APPROVED
    Since 2015-09-03

Branch Locations

4045 N St. Peters Parkway Suite 206, St. Peters, MO 63304 • United States

Troy, MO • 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
Raymond James Financial Services, Inc. St. Peters MO 09/2015 Present
Raymond James Financial Services Advisors Inc. St. Peters MO 09/2015 Present
Previous Registrations
  • 2011-06-16 → 2013-12-12
    St Louis, MO
    Maryland Heights, MO
  • 2008-03-04 → 2009-09-11
    Msi Financial Services, Inc.
    Chesterfield, MO
    Springfield, MA
    St. Louis, MO
Other Businesses

(1)Name of Business: Address: 200 Summerhaven Lane, Troy, MO, 63379, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Group Fitness Trainer (2)Name of Business: Mission Financial Address: 4045 N St. Peters Pkwy Ste 206, St. Peters, MO, 63304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Director\nBranch Supervisor, RJFS (CJY)\n (3)Name of Business: Robyn Longenecker-Basketball Officiating Address: 200 Summerhaven Lane, Troy, MO, 63379, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Officiate high school basketball games for a fee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-24
S63 Uniform Securities Agent State Law Examination 2000-06-02
  • S66 Uniform Combined State Law Examination
    2007-05-24
  • S63 Uniform Securities Agent State Law Examination
    2000-06-02
Other Names
  • Robyn Suzette Butler
  • Robyn Suzette Weisbrook
  • Robyn Suzette Weisbrook
  • Robyn Suzette Foster

View on SEC IAPD

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