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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
VA RA APPROVED 2026-03-05
  • VA RA
    APPROVED
    Since 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

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
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
  • 12/2024 → Present
    Raymond James Financial Services, Inc.
    Williamsburg, VA
  • 04/2017 → 08/2021
    Williamsburg National Golf Course
    Williamsburg, VA
  • 07/2024 → 03/2026
    Townebank
    Williamsburg, VA
  • 10/2019 → 12/2021
    Whitley's Peanut Factory
    Williamsburg, VA
  • 05/2021 → 08/2021
    Senate Of Virginia | Thomas K. Norment (Va-03)
    Williamsburg, VA
  • 05/2022 → 08/2022
    Greater Williamsburg Chamber Of Commerce
    Williamsburg, VA
  • 05/2023 → 08/2023
    United States House Of Representatives | Rob Wittman (Va-01)
    Washington D.C., VA
  • 08/2016 → 06/2020
    Jamestown High School
    Williamsburg, VA
  • 08/2020 → 05/2024
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
  • 03/2026 → Present
    Williamsburg, VA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
  • S66 Uniform Combined State Law Examination
    2026-03-04

View on SEC IAPD

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