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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-13
TX RA APPROVED 2026-03-03
  • FL RA
    APPROVED
    Since 2026-03-13
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

1000 Primera Blvd, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Advisory Services, Inc. Orlando FL 09/2016 03/2026
Truist Investment Services, Inc. Orlando FL 01/2009 03/2026
Raymond James Financial Services, Inc. Lake Mary FL 03/2026 Present
Raymond James Financial Services Advisors, Inc. Lake Mary FL 03/2026 Present
Addition Financial Credit Union Lake Mary FL 02/2026 Present
Previous Registrations
  • 2016-09-16 → 2026-02-02
    Orlando, FL
    Celebration, FL
    Orlando, FL
    Orlando, FL
    Winter Garden, FL
  • 2013-04-23 → 2016-12-31
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Celebration, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Winter Park, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Celebration, FL
    Winter Garden, FL
    Kissimmee, FL
Other Businesses

(1)Name of Business: Addition Financial Wealth Management Address: 100 Primera Blvd Entrance, Lake Mary, FL, 32746-2194, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Advisor, Associate/Employee, and Brokerage Services Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-19
S63 Uniform Securities Agent State Law Examination 2010-06-29
  • S66 Uniform Combined State Law Examination
    2013-04-19
  • S63 Uniform Securities Agent State Law Examination
    2010-06-29

View on SEC IAPD

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