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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 | 2025-03-17 |
Branch Locations
Springfield, VA • United States
1440 N. Edgewood Street Suite 131, Arlington, VA 22201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lafayette | LA | 06/2015 | 10/2016 |
| Infinex Investments, Inc. | Meriden | CT | 11/2016 | 03/2017 |
| Iberia Bank | Metaire | LA | 11/2016 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Metairie | LA | 05/2017 | 10/2021 |
| Raymond James & Associates, Inc. | San Diego | CA | 11/2021 | 11/2022 |
| Raymond James & Associates, Inc. | Alexandria | VA | 04/2023 | 12/2023 |
| Unemployed | San Diego | CA | 11/2022 | 04/2023 |
| Easterseals Ucp | Woodbridge | VA | 11/2023 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 01/2024 | 06/2024 |
| Regent University | Virginia Beach | VA | 08/2023 | Present |
| University Of Maryland - Global Campus | Adelphi | MD | 05/2020 | 07/2022 |
| Raymond James Financial Services, Inc. | Arlington | VA | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Arlington | VA | 03/2025 | Present |
(1)Name of Business: Argentum Private Wealth Address: 9068 Blarney Stone Dr, Springfield, VA, 22152, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/17/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations and administration for APW (2)Name of Business: Burke Community Church Address: 9900 Old Keene Mill Rd., Burke, VA, 22015, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 05/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I will be offering counseling services to couples and families to fulfill the requirements for my graduate degree. When not meeting with clients, I will be completing continuing education, receiving supervision, and completing administrative tasks like note-taking.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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