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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 | 2026-08-26 |
| GA | RA | APPROVED | 2024-04-11 |
Branch Locations
1360 Caduceus Way Bldg 800 Suite 101, Watkinsville, GA 30677 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cjm Sports Llc / North American Golf Llc | Athens | GA | 06/2015 | 05/2025 |
| The Avenue Wealth Management Group | Watkinsville | GA | 11/2023 | Present |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 11/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Watkinsville | GA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
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