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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-23 |
Branch Locations
South Lyon, MI • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dearborn | MI | 06/2014 | 04/2017 |
| Foguth Financial Group, Llc | Brighton | MI | 05/2017 | 08/2019 |
| Triad Advisors, Inc. | Norcross | GA | 08/2019 | 05/2023 |
| Vision Capital Partners | Ann Arbor | MI | 08/2019 | 05/2023 |
| Corecap Investments, Inc | Brighton | MI | 05/2017 | 08/2019 |
| Corecap Advisors | Brighton | MI | 05/2017 | 08/2019 |
| Raymond James & Associates | South Lyon | MI | 05/2023 | 12/2025 |
| Raymond James Financial Services, Inc. | South Lyon | MI | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | South Lyon | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-01 |
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