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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 | 2025-09-04 |
Branch Locations
Georgetown, TX • United States
1911 N Austin Ave Suite 506, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Financial | Los Gatos | CA | 06/2014 | 06/2019 |
| Lexington Financial (Dba) | Campbell | CA | 06/2019 | 09/2025 |
| Commonwealth Financial Network | San Diego | CA | 11/2012 | 09/2025 |
| Straight Edge Insurance | Georgetown | TX | 09/2009 | Present |
| Raymond James Financial Services, Inc. | Georgetown | TX | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Georgetown | TX | 09/2025 | Present |
(1)Name of Business: Lexington Financial Address: 503 Woodland Park, Georgetown, TX, 78633, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Owner (2)Name of Business: StraightEdge Insurance Address: 105 N Sumac Lane, Georgetown, TX, 78633, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I help with the accounting for my husband, Justin Sowards, insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-23 |
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