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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 | 2026-05-29 |
| NC | RA | APPROVED | 2026-04-14 |
Branch Locations
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, Inc. | Burlington | NC | 07/1997 | 06/2021 |
| Raymond James Financial Services Advisors Inc. | Burlington | NC | 11/2014 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Burlington | NC | 03/2026 | Present |
(1) Name of Business: Blaser Investment Management Group, Inc. Address: 3065 S Church St, Burlington, NC, 27215, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 05/15/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Hiring,firing,marketing, investment strategy, financial planning, HR, supervision\n (2) Name of Business: Blaser Investment Management Group, Inc. Address: 3065 S Church St, Burlington, NC, 27215, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Founder, Owner/Proprietor\n\nIAR for RJFSA, hiring, firing, marketing\n (3) Name of Business: Blaser Properties,LLC Address: 3065 S Church St, Burlington, NC, 27215, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own the office building that Blaser Investment Management Group, Inc leases from us.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-05 |
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