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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 | 2018-05-01 |
Branch Locations
1725 Electric Ave Unit 330, Watkinsville, GA 30677 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services | Watkinsville | GA | 03/2015 | 04/2018 |
| Suntrust Advisory Services, Inc. | Watkinsville | GA | 08/2016 | 04/2018 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 04/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Watkinsville | GA | 04/2018 | Present |
(1)Name of Business: 330 CoWork, LLC Address: 2141 Union Church Road, Bishop, GA, 30621, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My business partner and I have developed a co-working space to rent out offices and conference rooms to tenants on a monthly or annual basis. (2)Name of Business: Athens Wealth Management LLC Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 08/31/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offer Life insurance products to clients. (3)Name of Business: Lake Oconee Ventures LLC Address: 130 Collis Marina Road, Eatonton , GA, 30524, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/24/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: rentals and leasing of parking spaces (4)Name of Business: Mars Hill Wealth LLC Address: 1725 Electric Avenue, Unit 330, Watkinsville, GA, 30677, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. Holding Group LLC for business expenses only. Non revenue producing holding. (5)Name of Business: The Avenue Wealth Management Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Advisor affiliated with The Avenue Wealth Management. Partner of The Avenue Mars Hill Wealth Management. (6)Name of Business: The Avenue Wire Park Wealth Management Address: 1725 Electric Ave Unit 330, Watkinsville, GA, 30677-2641, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (7)Name of Business: Tumano LLC Address: 2141 Union Church RD, Bishop, GA, 30621, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 07/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (8)Name of Business: Wire Park LLC Address: 2141 Union Church Rd, Bishop, GA, 30621, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 01/06/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-15 |
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