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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2014-06-10 |
Branch Locations
5806 Harbour View Blvd Suite 202, Suffolk, VA 23435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Suffolk | VA | 06/2014 | Present |
| Townebank | Suffolk | VA | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Suffolk | VA | 06/2014 | Present |
| Towne Wealth Management | Suffolk | VA | 03/2022 | Present |
(1)Name of Business: AMR Real Estate Properties, LLC Address: 402 Bobby Jones Drive, Portsmouth, VA, 23701, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am registered agent of the LLC and property manager. (2)Name of Business: na Address: 402 Bobby Jones Drive, Portsmouth, VA, 23701, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/16/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: self employed, licensed attorney (3)Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd, Suffolk, VA, 23435, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Co/DBA name (4)Name of Business: TowneBank Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/16/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities; FID Bank employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-10 |
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