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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-08 |
Branch Locations
8285 South Saginaw Street Suite 9, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffalo Wild Wings | Fenton | MI | 07/2018 | 09/2020 |
| Farm Bureau Insurance | Grand Rapids | MI | 09/2020 | 03/2021 |
| Full Time Student | Flint | MI | 06/2016 | Present |
| Unemployed | Fenton | MI | 06/2011 | 07/2018 |
| Unemployed | Fenton | MI | 03/2021 | 06/2021 |
| Raymond James Financial Services, Inc. | Grand Blanc | MI | 06/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Grand Blanc | MI | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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