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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2019-09-23 |
Branch Locations
102 Mary Alice Park Rd Suite 205, Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 10/2007 | 09/2019 |
| Raymond James Financial Services Advisors, Inc. | Suwanee | GA | 09/2019 | Present |
| Raymond James Financial Services, Inc. | Suwanee | GA | 09/2019 | Present |
(1)Name of Business: Evidential Welath Advisors Address: 102 Mary Alice Park Rd, Cumming, GA, 30040, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Evidential Wealth is the name of the partnership. Role is Managing Partner. Evidential Wealth Advisors is the name we operate under with Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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