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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-05 |
Branch Locations
5806 Harbour View Blvd. Suite 202 Suffolk, Va, Usa, Suffolk, VA 23435 • United States
4135 Ironbound Rd, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Williamsburg | VA | 12/2024 | Present |
| Williamsburg National Golf Course | Williamsburg | VA | 04/2017 | 08/2021 |
| Townebank | Williamsburg | VA | 07/2024 | 03/2026 |
| Whitley's Peanut Factory | Williamsburg | VA | 10/2019 | 12/2021 |
| Senate Of Virginia | Thomas K. Norment (Va-03) | Williamsburg | VA | 05/2021 | 08/2021 |
| Greater Williamsburg Chamber Of Commerce | Williamsburg | VA | 05/2022 | 08/2022 |
| United States House Of Representatives | Rob Wittman (Va-01) | Washington D.C. | VA | 05/2023 | 08/2023 |
| Jamestown High School | Williamsburg | VA | 08/2016 | 06/2020 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2020 | 05/2024 |
| Raymond James Financial Services Advisors, Inc | Williamsburg | VA | 03/2026 | Present |
(1)Name of Business: Quill Private Wealth Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Brand name for our team. (2)Name of Business: Quill Private Wealth Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/05/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Brand for team (3)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/05/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Co/DBA Name (4)Name of Business: TowneBank Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: RJ FA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-04 |
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