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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Walla Walla | WA | 05/2012 | 02/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2017 | 10/2023 |
| Columbia Bank | Walla Walla | WA | 02/2017 | 03/2023 |
| Cetera Investment Advisers Llc | Walla Walla | WA | 02/2017 | 10/2023 |
| Columbia Bank | Walla Walla | WA | 09/2025 | Present |
| Columbia Wealth Advisors | Walla Walla | WA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Walla Walla | WA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Walla Walla | WA | 10/2023 | Present |
(1)Name of Business: BOUCHER RANCH, LLC Address: 83162 W DORRANCE LN, ENTERPRISE, OR, 97828, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 12/23/1996 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RANCH MANAGER - ALL ASPECTS OF MANAGING A RANCH INCLUDING BUT NOT LIMITED TO; RANCH REPAIR, MAINTENANCE, LEASES (2)Name of Business: COLUMBIA ADVISORS Address: 680 W Rose St, Walla Walla, WA, 99362-2707, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: SR FINANCIAL ADVISOR\nTRADING IN SECURITIES ASSOCIATED WITH LICENSES 7 7 66 AND INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-17 |
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