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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 | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepin Academies Of Excellence | Tampa | FL | 08/2008 | 06/2018 |
| Raymond James Financial Services, Inc. | Tampa | FL | 03/2021 | Present |
| Florida Central Credit Union | Tampa | FL | 06/2018 | Present |
| Member Service Corp | Tampa | FL | 03/2020 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Tampa | FL | 01/2026 | Present |
(1) Name of Business: Floridacentral Financial Address: 3333 Henderson Blvd, Tampa, FL, 33609-2955, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Ensuring required paperwork for various client accounts is completed in a timely manner. Handling client inquires, scheduling, and basic office administrator tasks. Reviewing and preparing reports for expenses and income for the business.g reports for expenses and income for the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-13 |
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