Rachel Michelle Lewis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-30

TX RA
APPROVED

Since 2026-01-30

Branch Locations

1701 City Plaza Dr Suite G-105, Spring, TX 77389 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Spring	TX	11/2025	Present
First Tech Federal Credit Union	Spring	TX	07/2002	Present
Raymond James Financial Services Advisors, Inc	Spring	TX	01/2026	Present

11/2025 → Present

Raymond James Financial Services, Inc.

Spring, TX
07/2002 → Present

First Tech Federal Credit Union

Spring, TX
01/2026 → Present

Raymond James Financial Services Advisors, Inc

Spring, TX

Other Businesses

Addison Avenue Investment Services. Not investment related. Spring, TX. DBA / Support Company. Advisor. Started: 11/2025. 0 hours per month. 0 during trading hours. (2) First Tech Federal Credit Union. Investment related. Spring, TX. Financial Institution. Bank Branch Manager. Started: 07/2002. 160 hours per month. 130 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-29

S66 Uniform Combined State Law Examination

2026-01-29

Other Names

Rachel Lewis

View on SEC IAPD