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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-20 |
| CA | RA | APPROVED | 2020-08-13 |
Branch Locations
19200 Von Karman Avenue Suite 370, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2012 | 11/2018 |
| Geneos Wealth Management | Irvine | CA | 11/2018 | 08/2020 |
| Raymond James Financial Services, Inc. | Irvine | CA | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Irvine | CA | 08/2020 | Present |
(1)Name of Business: Silversage Advisors Address: 19200 Von Karman Ave Ste 370, Irvine, CA, 92612, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-12 |
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