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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 | 2019-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Katy | TX | 07/2019 | Present |
| Texas State University | San Marcos | TX | 07/2015 | 07/2019 |
| Twitch Affiliate | Bellville | TX | 06/2022 | Present |
(1)Name of Business: Address: 1027 Garden Sun Dr., Bellville, TX, 77418, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 04/24/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volenteer board member of the Bluebonnet Village HOA. This is a volenteer role that has no controll. There is a managment company that controlls everything. We are just a board that will give the managment company the final say of what the community wants (2)Name of Business: Graham Financial Group, LLC Address: 24658 Kingsland Blvd, Katy, TX, 77494-3386, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/04/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oartial owner of Graham Financial Group, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
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