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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-21 |
| FL | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
1515 Indian Harbor Rd Ste A241, Vero Beach, FL 32963 • United States
Todd, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2009 | 10/2025 |
| Raymond James Financial Services Inc. | Vero Beach | FL | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Vero Beach | FL | 10/2025 | Present |
(1)Name of Business: Paul Williamson and Company, Inc Address: 1515 Indian River Blvd Ste A21, Vero Beach, FL, 32960-5639, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 09/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA S-Corp to facilitate securities business. All securities business flows through Raymond James. Paul Williamson and Company is for salaried employees and tax reasons.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-18 |
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