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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_RES | 2025-06-23 |
| CA | RA | APPROVED | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 06/2014 | 12/2022 |
| Bank Of America N.A. | Carlsbad | CA | 06/2014 | 12/2022 |
| Equitable Advisors, Llc | New York | NY | 11/2023 | 05/2024 |
| Christopher Baldoni / Self-Employed | Oceanside | CA | 12/2022 | 04/2025 |
| Raymond James Financial Services Inc. | San Diego | CA | 05/2025 | Present |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 05/2025 | Present |
| First Tech Federal Credit Union | San Diego | CA | 06/2025 | Present |
Name of Business: Addison Avenue Investments Address: San Diego, CA 92127, USA Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 5/2025 HPM: 41-80 HPM trade hours: 21-40 Duties: Provide advise guidance and planning to members of First Tech Credit Union who refer their members to the investment platform, Addison Avenue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-01 |
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