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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2019-04-11 |
Branch Locations
207 North Pearl Street Suite 1, Ellensburg, WA 98926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Ellensburg | WA | 03/1998 | 02/2019 |
| Raymond James Financial Services, Inc. | Ellensburg | WA | 04/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Ellensburg | WA | 04/2019 | Present |
(1)Name of Business: Carenet of Ellensburg Address: 111 E. 4th Ave, Ellensburg , WA, 98926, United States Activity Type: Non profit Position/Title: Chair of the Board, Officer - Treasurer Investment Related: Yes Start Date: 03/14/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee and supervise financial affairs of non-profit. Budgeting, overseeing budget expenses and reporting to board are primary duties. Conducting meetings in the role of President through 2025 (2)Name of Business: MacRae Financial Services Address: 207 N Pearl St Ste 1, Ellensburg, WA, 98926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/22/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA (3)Name of Business: NA Address: 270 Broadview Road, Ellensburg, WA, 98926, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/1988 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Landlord, bookkeeping, maintenance (4)Name of Business: Pearl Street Business Suites Address: 207 N Pearl St Ste 1, Ellensburg, WA, 98926, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/10/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Landlord duties, including bookkeeping, marketing, maintenance, property management. Rental duties include soliciting, interviewing rental prospects, and marketing conference room for daily rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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