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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2020-02-12 |
| TX | RA | APPROVED | 2020-02-12 |
Branch Locations
Clarksville, MD • United States
9881 Broken Land Parkway Suite 301, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Columbia | MD | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | MD | 11/2016 | 02/2020 |
| Raymond James Financial Services Inc | Columbia | MD | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Columbia | MD | 02/2020 | Present |
| Uber | Baltimore | MD | 08/2018 | 03/2021 |
(1) Name of Business: Merriweather Money Management Address: 9881 Broken Land Pkwy, Ste 301, Columbia, MD, 21046, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/11/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor to all of our clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-23 |
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