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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED_RES | 2018-12-11 |
| TN | RA | APPROVED | 2012-10-25 |
Branch Locations
1476 N Mount Juliet Rd, Mount Juliet, TN 37122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lebanon | TN | 10/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Lebanon | TN | 10/2012 | Present |
| Wilson Bank & Trust | Juilet | TN | 10/2012 | Present |
(1) WBT Wealth Management, 623 W Main St, 1476 N Mount Juliet Rd, Mount Juliet, TN 37122, Support Company - Non-Owner, Associate/Employee, I/R: No 02/24/2025, HPM: 81+ HPM trade hrs: 41+, Duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-11 |
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