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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 | 2026-03-23 |
| MI | RA | APPROVED | 2011-01-07 |
Branch Locations
741 East Beltline Ne, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Grand Rapids | MI | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc. | Grand Rapids | MI | 01/2009 | Present |
(1) Name of Business : Veltman Investment Management Address: 741 E Beltline Ave NE,Grand Rapids, MI Nature of the Business: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related:No Start Date: 10/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner 67% partner, Financial Advisor, Branch Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-28 |
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