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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_RES | 2026-01-02 |
| FL | RA | APPROVED | 2014-07-30 |
Branch Locations
2138 Alternate 19 Suite D, Palm Harbor, FL 34683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Palm Harbor | FL | 02/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Palm Harbor | FL | 07/2014 | Present |
| Vanleeuwen & Associates Llc | Palm Harbor | FL | 07/2012 | 12/2025 |
| Self | Palm Harbor | FL | 05/2015 | 09/2020 |
(1)Name of Business: MH building LLC Address: 2138 Alt 19 Ste D, Palm Harbor, FL, 34683-5360, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 10/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager (2)Name of Business: plan to save LLC Address: 2138 Alt 19 Ste D, Palm Harbor, FL, 34683-5360, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner of LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-09 |
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