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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-04 |
Branch Locations
1000 Town Ctr Suites 600, 700 And 800, Southfield, MI 48033 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sterling Heights | MI | 07/2022 | 02/2024 |
| Merrill Lynch | Troy | MI | 06/2020 | 08/2020 |
| Dte Energy | Detroit | MI | 09/2019 | 06/2020 |
| Raymond James | Southfield | MI | 06/2021 | 06/2022 |
| Unemplyed | Dearborn Heights | MI | 09/2020 | 05/2021 |
| Unemployed | Dearborn Heights | MI | 01/2009 | 08/2019 |
| Bank Of America, N.A. | Sterling Heights | MI | 10/2022 | 02/2024 |
| Raymond James Financial Services, Inc. | Southfield | MI | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Southfield | MI | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
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