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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 | 2025-09-17 |
Branch Locations
18103 Ih-10 West, San Antonio, TX 78257 • United States
15000 West Interstate 10, San Antonio, TX 78249 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Antonio | TX | 12/2024 | Present |
| Security Service Federal Credit Union | San Antonio | TX | 08/2019 | Present |
| Chase Bank | San Antonio, Tx | TX | 01/2019 | 08/2019 |
| Dillards | San Antonio | TX | 12/2018 | 12/2018 |
| Endeavors | San Antonio | TX | 09/2018 | 12/2018 |
| Regions Bank | Knoxville | TN | 01/2016 | 09/2018 |
| Student | Knoxville | TN | 01/2015 | 09/2018 |
| Raymond James Financial Services Advisors, Inc | San Antonio | TX | 09/2025 | Present |
(1)Name of Business: Force Drink Company LLC Address: 732 MAxwell heights, San Antonio, TX, 78245, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsible for creating sports drink formula, will dictate how the formula is disbursed. \nResponsible for branding and bottle/label designs\n (2)Name of Business: Security Service Investment Group Address: 15000 W Interstate 10, San Antonio, TX, 78249-3530, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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