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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-02-12
TX RA APPROVED 2020-02-12
  • MD RA
    APPROVED
    Since 2020-02-12
  • TX RA
    APPROVED
    Since 2020-02-12

Branch Locations

Clarksville, MD • United States

9881 Broken Land Parkway Suite 301, Columbia, MD 21046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-23
  • S66 Uniform Combined State Law Examination
    2013-12-23
Designations
  • Certified Financial Planner
Other Names
  • Zachary Payton

View on SEC IAPD

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