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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2019-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kalispell | MT | 03/2016 | Present |
| Big Mountain Crossfit | Whitefish | MT | 01/2016 | 04/2020 |
| Raymond James Financial Services Advisors Inc. | Kalispell | MT | 07/2019 | Present |
1 Snow Peak Wealth Advisors Address: Kalispell, MT Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Other Investment Related:No Start Date: 03/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor, Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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