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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-24 |
Branch Locations
3350 Riverwood Parkway Se Suite 1500, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Atlanta | GA | 07/2004 | Present |
| Patrick Financial Group | Atlanta | GA | 03/2011 | Present |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 05/2022 | Present |
(1)Name of Business: finoBlue, Inc. Address: 3350 Riverwood Pkwy SE Ste 1500, Atlanta, GA, 30339-3399, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/04/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner/Practice Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-23 |
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