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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
FL RA APPROVED 2022-12-13
  • FL RA
    APPROVED
    Since 2022-12-13

Branch Locations

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

Palm Harbor, FL • United States

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-21
  • FL RA
    APPROVED
    Since 2022-11-21

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Palm Harbor, FL • 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
Axa Advisors Llc New York NY 05/2015 05/2017
Ronny Snows Pool Patrol Palm Harbor FL 05/2014 01/2025
J.W. Cole Financial Tampa FL 11/2017 04/2021
J.W. Cole Advisors, Inc. Tampa FL 02/2019 04/2021
Raymond James & Associates Palm Harbor FL 11/2022 Present
Raymond James Financial Services Palm Harbor FL 11/2022 Present
Raymond James Financial Servies Advisors, Inc. Palm Harbor FL 11/2022 Present
Pure Yoga And Fitness Clearwater FL 07/2023 Present
  • 05/2015 → 05/2017
    Axa Advisors Llc
    New York, NY
  • 05/2014 → 01/2025
    Ronny Snows Pool Patrol
    Palm Harbor, FL
  • 11/2017 → 04/2021
    J.W. Cole Financial
    Tampa, FL
  • 02/2019 → 04/2021
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 11/2022 → Present
    Raymond James & Associates
    Palm Harbor, FL
  • 11/2022 → Present
    Raymond James Financial Services
    Palm Harbor, FL
  • 11/2022 → Present
    Raymond James Financial Servies Advisors, Inc.
    Palm Harbor, FL
  • 07/2023 → Present
    Pure Yoga And Fitness
    Clearwater, FL
Previous Registrations
Other Businesses

(1)Name of Business: Tampa Bay Yogi, LLC Address: 1288 Bay Harbor Dr Apt 206, Palm Harbor, FL, 34685, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/19/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Host Yoga and Fitness Events and Classes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-05
  • S66 Uniform Combined State Law Examination
    2019-02-05
Other Names
  • Allyson Lynn Adkins
  • Allyson Lynn Adkins

View on SEC IAPD

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