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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 | 2021-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Odessa | TX | 10/2020 | 11/2020 |
| Raymond James Financial Services | Odessa | TX | 11/2020 | Present |
| Raymond James Financial Services | Odessa | TX | 05/2020 | 10/2020 |
| Northern Texas Jr. Pga | Odessa | TX | 01/2018 | 05/2020 |
| Arrick Financial/Rjfs | Odessa | TX | 05/2019 | 08/2019 |
| Odessa College | Odessa | TX | 08/2016 | 01/2018 |
| University Of Texas And The Permian Basin | Odessa | TX | 01/2018 | 05/2020 |
| Raymond James Financial Services Advisors, Inc. | Odessa | TX | 06/2021 | Present |
(1)Name of Business: Anderson Wealth Management, LLC. Address: 8180 Lakeview Ctr Ste 2, Odessa, TX, 79765-8873, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Mission Capital Management, LLC Address: 8180 Lakeview Ctr, Odessa, TX, 79765-8545, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
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