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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_RES | 2025-04-17 |
| CO | RA | APPROVED | 2009-01-02 |
Branch Locations
6161 S Syracuse Way Suite 360, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 01/1999 | Present |
| Evans Financial Group | Greenwood Village | CO | 08/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Greenwood Village | CO | 01/2009 | Present |
| Non-Variable Insurance | Greenwood Village | CO | 05/2009 | 01/2020 |
(1)Name of Business: Evans Financial Group Address: 6161 S Syracuse Way Ste 360, Greenwood Village, CO, 80111, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/17/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: n/a
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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