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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| FL | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clearwater | FL | 04/2021 | Present |
| Houston Independent School District | Houston | TX | 07/2016 | 06/2024 |
| Parsons Wealth Partners | Clearwater | FL | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Clearwater | FL | 05/2025 | Present |
1) Parsons Wealth Partners Not investment related Clearwater, FL DBA/Support Company Advisor 4/2021 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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