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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

AuthorityCategoryStatusDate
MD RA APPROVED 2026-04-09
  • MD RA
    APPROVED
    Since 2026-04-09

Branch Locations

645 Baltimore Annapolis Blvd. Suite 200, Severna Park, MD 21146 • 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
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Severna Park MD 02/2026 Present
National Oceanic And Atmospheric Administration Silver Spring MD 04/2023 01/2026
Anne Arundel County Annapolis MD 01/2023 03/2023
Unemployed Millersville MD 10/2022 12/2022
Smartlink Group Annapolis MD 08/2015 09/2022
Capitalist Investment Services Severna Park MD 02/2026 Present
Raymond James Financial Services Advisors, Inc Severna Park MD 04/2026 Present
  • 02/2026 → Present
    Raymond James Financial Services, Inc.
    Severna Park, MD
  • 04/2023 → 01/2026
    National Oceanic And Atmospheric Administration
    Silver Spring, MD
  • 01/2023 → 03/2023
    Anne Arundel County
    Annapolis, MD
  • 10/2022 → 12/2022
    Unemployed
    Millersville, MD
  • 08/2015 → 09/2022
    Smartlink Group
    Annapolis, MD
  • 02/2026 → Present
    Capitalist Investment Services
    Severna Park, MD
  • 04/2026 → Present
    Severna Park, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
  • S66 Uniform Combined State Law Examination
    2026-04-08
Other Names
  • Paul Burdett

View on SEC IAPD

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