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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 | 2024-12-04 |
Branch Locations
21 Platform Way South Suite 2500, Nashville, TN 37203 • United States
3333 Riverwood Parkway Se Floor 5, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2011 | 05/2024 |
| Suntrust Bank | Atlanta | GA | 08/2011 | 08/2024 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 05/2024 |
| Pinnacle Financial Partners | Atlanta | GA | 08/2024 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2011 | 05/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 08/2016 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 11/2024 | Present |
| Raymond James Financial Services, Inc. | Atlanta | GA | 11/2024 | Present |
| Pinnacle Asset Management | Atlanta | GA | 08/2024 | Present |
| Pinnacle Bank | Atlanta | GA | 08/2024 | Present |
(1) Pinnacle Financial Partners, 3333 Riverwood Pkwy SE Fl 5m Atlanta, GA 30339, Bank or Credit Union Associate, Associate/Employee, 8/12/2024 I/R: Yes HPM: 81+ HPM TH: 2-10 Duties: Managing Director & Head of Legal Banking (2) Pinnacle Asset Management, 3333 Riverwood Pkwy SE Fl 5m Atlanta, GA 30339, Bank or Credit Union Associate, Associate/Employee, 8/12/2024 I/R: Yes HPM: 81+ HPM TH: 2-10 Duties: Managing Director & Head of Legal Banking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-23 |
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