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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 | 2021-03-17 |
| PA | RA | APPROVED | 2010-01-07 |
Branch Locations
208 Willow Valley Square, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lancaster | PA | 11/1993 | Present |
| Raymond James Financial Services Advisors | Lancaster | PA | 01/2009 | Present |
| Stasburg Capital Management Ltd | Lancaster | PA | 01/2008 | Present |
| Strasburg Capital Management | Lancaster | PA | 01/2022 | Present |
(1)Name of Business: Strasburg Capital Management Address: 208 Willow Valley Square, Lancaster, PA, 17602, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 01/03/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: treasurer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
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