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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2018-05-03 |
Branch Locations
1725 Electric Ave Unit 330, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Watkinsville | GA | 06/2005 | 04/2018 |
| Suntrust Advisory Services | Watkinsville | GA | 09/2016 | 04/2018 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Watkinsville | GA | 04/2018 | Present |
| The Avenue Wealth Management Group | Watkinsville | GA | 04/2018 | Present |
| Tsd Capital | Watkinsville | GA | 04/2018 | Present |
| Mars Hill Wealth Llc | Watkinsville | GA | 04/2018 | Present |
(1)Name of Business: 330 CoWork LLC Address: 1725 Electric Avenue Suite 330, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner/partner holding real estate for commercial rental. (2)Name of Business: GFB CAPITAL, LLC Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pass Through LLC for business purposes with Raymond James. (3)Name of Business: Mars Hill Wealth LLC Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Other Position/Title: Partner Investment Related: Yes Start Date: 04/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner. Holding group LLC for business expenses only. Non revenue producing holding. (4)Name of Business: The Avenue Wire Park Wealth Management Address: 1725 Electric Ave Unit 330, Watkinsville, GA, 30677-2641, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/08/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Partner of wealth management. New name held out to the public based on office relocation. (5)Name of Business: TSD Capital Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: advisor affiliated with The Avenue Wealth Management. Partner of The Avenue Mars Hill Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-04 |
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