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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-14 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Maitland | FL | 05/2016 | 04/2020 |
| Principal Securities Inc | Maitland | FL | 05/2016 | 04/2020 |
| Lpl Financial Llc | Altamonte Springs | FL | 05/2020 | 03/2023 |
| Edgewater Family Wealth | Orlando | FL | 03/2023 | 06/2024 |
| Bcw Financial Consultants Llc | Orlando | FL | 03/2023 | 06/2024 |
| Raymond James & Associates Inc. | Orlando | FL | 07/2024 | Present |
| Raymond James Financial Services, Inc | Orlando | FL | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-13 |
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