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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| MO | RA | APPROVED | 2026-01-13 |
Branch Locations
4045 N Saint Peters Pkwy Suite 206, Saint Peters, MO 63304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 12/2020 | 11/2022 |
| Money Concepts | Saint Peters | MO | 08/2020 | 11/2020 |
| Panda Express | Manchester | MO | 03/2019 | 08/2019 |
| Meadowbrook Country Club | Ballwin | MO | 03/2018 | 08/2018 |
| Missouri Baptist University | Saint Louis | MO | 01/2017 | 08/2020 |
| Oak Hills Hoa | Portland | OR | 05/2016 | 08/2017 |
| Thprd | Portland | OR | 05/2014 | 07/2017 |
| Amazon | Saint Peters | MO | 08/2020 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 11/2024 | 01/2026 |
| Bank Of America, N.A. | Chesterfield | MO | 12/2024 | 01/2026 |
| Fidelity Personal And Workplace Advisors | Saint Louis | MO | 04/2023 | 08/2024 |
| Fidelity Brokerage Services Llc | Saint Louis | MO | 01/2023 | 08/2024 |
| Charles Schwab & Co., Inc. | Saint Louis | MO | 10/2022 | 11/2022 |
| Raymond James Financial Services Advisors, Inc. | Saint Peters | MO | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Saint Peters | MO | 01/2026 | Present |
(1)Name of Business: Mission Financial Address: 4045 N Saint Peters Pkwy Ste 206, Saint Petersburg, MO, 63304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/07/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Support staff for the advisor and branch on-site.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
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