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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 | 2024-02-20 |
| MD | RA | APPROVED | 2024-02-16 |
Branch Locations
602 S. Atwood Road Suite 208, Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Bel Air | MD | 10/2009 | 02/2024 |
| Bank Of America, N.A. | Bel Air | MD | 06/2011 | 02/2024 |
| Raymond James Financial Services, Inc. | Bel Air | MD | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Bel Air | MD | 02/2024 | Present |
(1)Name of Business: Crescendo Financial Group Address: 602 S Atwood Rd Ste 208, Bel Air, MD, 21014-4329, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/16/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Crescendo Financial Group is our DBA under RJFS (2)Name of Business: GKM Holdings, LLC Address: 602 S Atwood Rd Ste 208, Bel Air, MD, 21014-4329, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/12/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member/Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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