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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2024-12-04 |
| SC | RA | APPROVED | 2021-01-20 |
Branch Locations
103 Palm Blvd Ste 2C Suite 207, Isle Of Palms, SC 29306 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wofford College | Spartanburg | SC | 08/2016 | 08/2017 |
| Parkshore Pool | Charleston | SC | 06/2017 | 08/2018 |
| Anza | Moshi | 06/2018 | 08/2018 | |
| Ciee Study Abroad Program | Shanghai | 08/2018 | 12/2018 | |
| Dfc | Washington | DC | 06/2019 | 08/2019 |
| Mary Black Foundation | Spartanburg | SC | 08/2017 | 06/2020 |
| Raymond James Financial Services | Isle Of Palms | SC | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Isle Of Palms | SC | 01/2021 | Present |
(1) Name of Business: Jeter Hrubala Wealth Strategies, LLC Address: 480 S Ashland Ave, Lexington, KY, 40502, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/31/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: 1.\tPreparing client reviews and completing follow-up items for each client relationship.\n2.\tIn charge of investment review and research – organizing investment committee meetings and maintaining contact with wholesalers.\n3.\tIn charge of administrative and operational duties for Charleston Office \n4.\tCreating and updating marketing materials for website, social media, internal documents\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
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