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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-10 |
| NV | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2019-11-01 |
Branch Locations
Washoe Valley, NV • United States
22605 E 56Th Street Suite 250, Issaquah, WA 98027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Issaquah | WA | 04/2009 | 11/2019 |
| Ardissono Wealth Management | Issaquah | WA | 04/2009 | Present |
| Raymond James Financial Services, Inc. | Issaquah | WA | 11/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Issaquah | WA | 11/2019 | Present |
Name of Business: ARDISSONO, Address: 22605 SE 56th St Ste 250, Issaquah, WA, 98029-5297, Activity Type: Support Company -Owner, Position/Title: Other, Investment Related: No Start Date: 11/01/2019, HPM: 81 HPM trade hours: 21-40 Duties: Managing Director & Branch Manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-03 |
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