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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 | 2025-03-27 |
| OH | RA | APPROVED | 2025-03-04 |
Branch Locations
Cuyahoga Falls, OH • United States
561 Boston Mills Road Suite 400, Hudson, OH 44236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hudson | OH | 09/2019 | Present |
| Homemaker | Stow | OH | 12/2004 | 08/2019 |
| Raymond James Financial Services Advisors, Inc | Hudson | OH | 03/2025 | Present |
(1)Name of Business: WesRev, Inc. Address: 561 Boston Mills Rd Ste 400, Hudson, OH, 44236-5512, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Officer - Treasurer Investment Related: No Start Date: 03/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide administrative support to officers of WesRev. (2)Name of Business: Western Reserve Resources Corporation Address: 561 Boston Mills Rd Ste 400, Hudson, OH, 44236-5512, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Officer - Treasurer Investment Related: No Start Date: 09/03/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Office Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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