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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-02 |
Branch Locations
225 W Washington St Ste 1640, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Chicago | IL | 10/2025 | Present |
| Doyenne Wealth Advisors | Chicago | IL | 04/2024 | 12/2024 |
| Unemployed | Chicago | IL | 01/2025 | 07/2025 |
| Loveliestwoman Coaching Llc | Chicago | IL | 08/2016 | 04/2024 |
| Abacus Wealth Partners | Santa Monica | CA | 05/2023 | 06/2023 |
| Chicago Metropolitan Agency For Planning | Chicago | IL | 08/2011 | 12/2021 |
| Chicago Public School | Chicago | IL | 09/2022 | 03/2024 |
| Chicago Public School | Chicago | IL | 08/2025 | 08/2025 |
| College For Financial Planning A Kaplan Company | Centennial | CO | 06/2022 | 04/2023 |
(1)Name of Business: Midland States Bank Address: 225 W Washington St Ste 1640, Chicago, IL, 60606-3100, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/02/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I work as a Client Services Associate at Midland States Bank support Raymond James Advisors. (2)Name of Business: Midland Wealth Managment Address: 225 W Washington St Ste 1640, Chicago, IL, 60606-3100, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I support Raymond James Wealth manager with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
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