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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 | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-14 |
Branch Locations
531 Roselane St Nw Ste 400-103, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 08/2006 | 08/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2016 | 08/2026 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Watkinsville | GA | 08/2026 | Present |
| The Avenue Marietta Wealth Management Group | Watkinsville | GA | 08/2026 | Present |
| Avenue Wire Park | Marietta | GA | 08/2026 | Present |
(1) Name of Business: Address: 191 Freyer Dr, Marietta, GA, 30060, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 11/22/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I periodically play guitar a various local churches through the metro Atlanta area. This activity takes places on Sundays and I receive a small compensation for plays. This activity does not place during the work week or during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-15 |
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