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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 | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Beavercreek | OH | 04/2021 | 12/2025 |
| Doordash | Springboro | OH | 01/2019 | 04/2021 |
| Fresh Paint Designs | Springboro | OH | 01/2016 | 04/2021 |
| La Comedia | Springboro | OH | 06/2019 | 08/2019 |
| Ohio University | Athens | OH | 08/2017 | 05/2018 |
| Springsboro High School | Springsboro | OH | 08/2013 | 05/2017 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 04/2021 |
| Raymond James Financial Services Advisors, Inc. | Dayton | OH | 12/2025 | Present |
| Raymond James Financial Services, Inc. | Dayton | OH | 12/2025 | Present |
(1)Name of Business: Williamson Wealth Advisors Address: 77 W Elmwood Dr Ste 103, Dayton, OH, 45459-4263, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/11/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Part owner of Williamson Wealth Advisors an ICD Organization with Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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