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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 | 2025-09-29 |
| PA | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masland & Barrick, Inc | Camp Hill | PA | 08/2007 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | 08/2025 |
| Masland & Barrick Advisory, Inc | Camp Hill | PA | 09/2015 | 08/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2025 |
| Raymond James Financial Services, Inc. | Elizabethtown | PA | 08/2025 | Present |
| Raymond James Financial Services Advisors | Elizabethtown | PA | 08/2025 | Present |
(1)Name of Business: DDMP Investment Advisors, LLC Address: 101 Masonic Dr, Elizabethtown, PA, 17022, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Eder Financial Inc Address: 1505 Dundee Avenue, Elgin, IL, 60120, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member & Investment Committee Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-27 |
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