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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-01-22 |
| TX | RA | APPROVED_RES | 2018-07-10 |
| AK | RA | APPROVED | 2018-03-30 |
Branch Locations
280 N 8Th Street Suite 205B, Boise, ID 83705 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Ketchikan | AK | 05/2012 | 03/2018 |
| Raymond James Financial Services, Inc. | Boise | ID | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Boise | ID | 03/2018 | Present |
(1)Name of Business: ERA Financial LLC Address: 307 Stedman Street, Ketchikan, AK, 99901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/21/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: True North Building LLC Address: 309 Stedman Street, Ketchikan, AK, 99901, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting single bedroom apartment as an AirBnB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
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