Best Investors Account Sign in
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
TX RA APPROVED_RES 2020-05-27
FL RA APPROVED 2010-03-10
  • TX RA
    APPROVED_RES
    Since 2020-05-27
  • FL RA
    APPROVED
    Since 2010-03-10

Branch Locations

9720 Stirling Road Suite 210, Cooper City, FL 33024 • United States

Weston, FL • 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
Raymond James Financial Services Cooper City FL 01/2010 Present
Raymond James Financial Services Advisors, In Cooper City FL 03/2010 Present
Bitnar And Associates Financial Group Hollywood FL 02/2010 Present
  • 01/2010 → Present
    Raymond James Financial Services
    Cooper City, FL
  • 03/2010 → Present
    Raymond James Financial Services Advisors, In
    Cooper City, FL
  • 02/2010 → Present
    Bitnar And Associates Financial Group
    Hollywood, FL
Previous Registrations
Other Businesses

(1)Name of Business: Bitnar and Associates Financial Group Address: 9720 Stirling Rd Ste 210, Hollywood, FL, 33024, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/16/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company for RJFS-related business (2)Name of Business: Bitnar Networks Address: 9720 Stirling Rd Ste 210, Hollywood, FL, 33024, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Not involved nor compensated for operations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-28
  • S66 Uniform Combined State Law Examination
    2004-12-28
Other Names
  • Patricia Bitnar Dzialu

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Cooper City, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor