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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 | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Juliette | GA | 01/2026 | Present |
| United Bank | Forsyth | GA | 12/2023 | 10/2025 |
| Mercer University | Macon | GA | 08/2021 | 05/2024 |
| Mary Persons High School | Forsyth | GA | 08/2016 | 05/2020 |
| University Of South Alabama | Mobile | AL | 08/2020 | 07/2021 |
| Raymond James Financial Services Advisors, Inc | Juliette | GA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-28 |
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