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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 | 2022-11-14 |
| GA | RA | APPROVED | 2022-04-26 |
Branch Locations
1360 Caduceus Way Ste 101, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Watkinsville | GA | 08/2021 | Present |
| Mb Landscaping | Gainesville | GA | 03/2020 | 08/2020 |
| Western Carolina University | Cullowhee | NC | 08/2017 | 07/2021 |
| Skiers Marine Atlanta | Gainesville | GA | 05/2019 | 09/2019 |
| Bgw Dental Group | Gainesville | GA | 08/2016 | 06/2017 |
| North Hall High School | Gainesville | GA | 08/2013 | 05/2017 |
| Raymond James Financial Services Advisors | Watkinsville | GA | 04/2022 | Present |
The Avenue Wealth Management LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677-7300, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date:05/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours:41+ Description of duties: Financial Advising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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