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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2026-02-09 |
Branch Locations
5700 Nw 130Th St Ste 2, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Oklahoma City | OK | 02/2025 | Present |
| Owasso First Methodist Church | Owasso | OK | 08/2023 | Present |
| Oklahoma State University | Stillwater | OK | 08/2021 | 05/2024 |
| Owasso High School | Owasso | OK | 08/2017 | 05/2021 |
| Owasso Middle School | Owasso | OK | 08/2014 | 05/2017 |
| Smitty's Garage Burgers And Beer | Owasso | OK | 02/2018 | 08/2018 |
| N/A | Owassp | OK | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
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