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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 | 2020-08-14 |
| TX | RA | APPROVED_RES | 2020-08-10 |
Branch Locations
2100 Riveredge Pkwy Suite 1225, Atlanta, GA 30328 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 09/1997 | 08/2020 |
| Raymond James Financial Services, Inc. | Atlanta | GA | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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