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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
IL RA APPROVED 2025-08-18
  • IL RA
    APPROVED
    Since 2025-08-18

Branch Locations

8195 Pyott Rd, Lake In The Hills, IL 60156 • 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
Clearpath Financial Llc; Dba For Investment S. Barrington IL 06/2020 08/2025
Fifth Third Bank, N.A. Rosemont IL 05/2014 05/2020
Cetera Financial Specialists Llc Schaumburg IL 06/2020 02/2024
Cetera Investment Advisers Llc Schaumburg IL 05/2022 02/2024
Fortis Capital Advisors, Llc Prairie Village KS 05/2024 08/2025
Raymond James Financial Services, Inc. Lake In The Hills IL 08/2025 Present
Raymond James Financial Services Advisors, Inc. Lake In The Hills IL 08/2025 Present
Olesen Financial Group Lake In The Hills IL 08/2025 Present
  • 06/2020 → 08/2025
    Clearpath Financial Llc; Dba For Investment
    S. Barrington, IL
  • 05/2014 → 05/2020
    Fifth Third Bank, N.A.
    Rosemont, IL
  • 06/2020 → 02/2024
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 05/2022 → 02/2024
    Schaumburg, IL
  • 05/2024 → 08/2025
    Prairie Village, KS
  • 08/2025 → Present
    Raymond James Financial Services, Inc.
    Lake In The Hills, IL
  • 08/2025 → Present
    Lake In The Hills, IL
  • 08/2025 → Present
    Olesen Financial Group
    Lake In The Hills, IL
Previous Registrations
Other Businesses

Olesen Financial Group not investment related Lake in the Hills, IL DBA/Support Company Advisor start date: 08/2025 0 hrs per month 0 during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-14
  • S66 Uniform Combined State Law Examination
    2022-05-14
Other Names
  • Elzbieta Uscinski
  • Elizabeth Jarzabek
  • Elizabeth Uscinski

View on SEC IAPD

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