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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED_RES | 2026-04-01 |
Branch Locations
9200 S Dadeland Blvd Suite 412, Miami, FL 33156 • 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 & Associates, Inc. | Coral Gables | FL | 02/2013 | 10/2017 |
| Raymond James Financial Services, Inc. | Miami | FL | 10/2017 | 08/2023 |
| Raymond James Financial Services Advisors Inc. | Miami | FL | 11/2017 | 08/2023 |
| Provenance Wealth Advisors | Miami | FL | 10/2017 | 03/2026 |
| Providence Global Advisors Llc | Cutler Bay | FL | 10/2017 | 03/2026 |
| Pwa Securities, Llc | Miami | FL | 08/2023 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Miami | FL | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Miami | FL | 03/2026 | Present |
| Fortuna Wealth | Miami | FL | 03/2026 | Present |
(1)Name of Business: Address: 7901 sw 196 terr, cutler bay, FL, 33189, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/23/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsibilities are strictly limited to the administrative collection of rent, periodic property inspections, and coordination of repairs with third party contractors as needed. all activities are performed outside of regular business hours. no firm clients or resources are involved in this activity. (2)Name of Business: Address: 7901 sw 196 terr, cutler bay, FL, 33189, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/23/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: strictly limited to the administrative collection on rent, periodic property inspections, and coordination of repairs with third party contractors as needed.\n (3)Name of Business: Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sale of fixed insurance products outside of Raymond James. No securities are involved, and all investment-related activity is conducted through Raymond James (4)Name of Business: Atkinson, James and Angelica Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serving as trustee for a deceased aunt's trust on a temporary basis to administer and close out the estate. Responsibilities are limited to fiduciary oversight, settlement of assets, and final distributions in accordance with the trust documents. This is a personal, non-business activity. (5)Name of Business: Cajigas, Elsa Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as trustee for a family trust (mother's trust), with fiduciary responsibility over trust assets, including oversight of investments, administration of the trust, and execution of distributions in accordance with the trust document. This is a personal role, and all securities transactions are conducted through Raymond James (6)Name of Business: Global consultants llc Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The LLC is a single-member entity used only to receive compensation and pay business expenses related to my role with Raymond James. It does not engage in outside business activity. (7)Name of Business: Providence Global Advisors llc Address: 7901 SW 196 terrace, cutler bay , FL, 33189, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The LLC is a single-member entity used only to receive compensation and pay business expenses related to my
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-02 |
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