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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2021-04-05 |
| WA | RA | APPROVED | 2021-03-26 |
| TX | RA | APPROVED_RES | 2021-03-25 |
Branch Locations
201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Vancouver | WA | 03/2008 | 03/2021 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 03/2021 | Present |
| Pdx Wealth Management | Lake Oswego | OR | 03/2021 | 04/2021 |
PDX Wealth Management. Non-variable insurance sales. Investment related. Started:03/2021 - Ended 4/2021. Vancouver, WA. 0 hrs per month. Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-08 |
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