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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Club | San Jose | CA | 06/2020 | 09/2021 |
| Sachs Properties Llc | San Jose | CA | 06/2021 | 08/2025 |
| Raymond James | Los Gatos | CA | 10/2025 | Present |
| Holy Spirit School | San Jose | CA | 01/2016 | 06/2017 |
| Unemployed | San Jose | CA | 08/2025 | 10/2025 |
| Bellarmine College Preparatory | San Jose | CA | 08/2017 | 05/2021 |
| Unemployed | San Jose | CA | 07/2017 | 08/2017 |
| Pepperdine University | Malibu | CA | 08/2021 | 08/2025 |
| Admit Ramaekers And Associates | Los Gatos | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-24 |
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