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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-21 |
| OH | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
350 Springside Drive Suite 101, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Akron | OH | 08/2012 | 11/2022 |
| Raymond James Financial Services, Inc. | Akron | OH | 11/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Akron | OH | 11/2022 | Present |
(1)Name of Business: Just Cindy LLC Address: 350 Springside Drive , Akron, OH, 44333-2688, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Momentum Wealth Partners LLC Address: 350 Springside Dr, Akron, OH, 44333-2688, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - CEO, Officer - President, Officer - Secretary, Officer - Treasurer, Other Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
| S66 | Uniform Combined State Law Examination | 2000-09-05 |
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