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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED_RES | 2025-05-28 |
Branch Locations
5885 Meadows Rd Suite 300, Lake Oswego, OR 97035 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Key Investment Services | Beaverton | OR | 06/2012 | 05/2025 |
| Umpqua Bank | Lake Oswego | OR | 05/2025 | Present |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2025 | Present |
| Columbia Bank | Lake Oswego | OR | 05/2025 | Present |
(1) Name of Business: Columbia Wealth Advisors Address: 5885 Meadows Rd Ste 300, Lake Oswego, OR, 97035-8644, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/26/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-09 |
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