Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-02-10 |
| MT | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Minneapolis | MN | 06/2025 | 01/2026 |
| N/A | Bozeman | MT | 06/2025 | 08/2025 |
| Bozeman Health | Bozeman | MT | 01/2025 | 06/2025 |
| Grace Bible Church | Bozeman | MT | 05/2024 | 12/2024 |
| Gallatin Valley Cougars | Bozeman | MT | 08/2021 | 11/2024 |
| Horseshoe Hills Volleyball | Manhattan | MT | 11/2024 | Present |
| Ridge Athletics | Bozeman | MT | 01/2024 | 03/2025 |
| Saddle Peak Security | Bozeman | MT | 01/2024 | 08/2024 |
| Department Of Homeland Security/ Aviation Security Management | Belgrade | MT | 01/2022 | 02/2024 |
| N/A | Bruswick | GA | 09/2021 | 01/2022 |
| Dutch Brothers Coffee | Newport | OR | 06/2021 | 09/2021 |
| Burger 101 | Lincoln City | OR | 04/2020 | 06/2021 |
| Student | Lincoln City | OR | 08/2019 | 04/2020 |
| Figeros Pizza | Lincoln City | OR | 06/2019 | 08/2019 |
| Student | Lake Oswego | OR | 08/2015 | 08/2019 |
| Raymond James Financial Services, Inc. | Bozeman | MT | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bozeman | MT | 02/2026 | Present |
| Stone Leaf Financial | Bozeman | MT | 02/2026 | Present |
| Always B Llc | Bozeman | MT | 08/2026 | Present |
| Hudak Financial | Bozeman | MT | 02/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
Reach out to this advisor