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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 | 2013-11-11 |
| FL | RA | APPROVED | 2013-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Venice Wealth Advisors | Venice | FL | 09/2013 | 08/2026 |
| Raymond James Financial Services,Inc | Nokomis | FL | 10/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Nokomis | FL | 10/2013 | Present |
| Four Pillars Financial Planning Group | Nokomis | FL | 10/2013 | 09/2021 |
1) Name of Business: Four Pillars Financial Planning Group Address: 2440 Tamiami Trl N, Nokomis, FL, 34275, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/04/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: run our planning business under this name 2) Name of Business: Four Pillars Financial Planning Group Address: 2440 Tamiami Trail, Nokomis, FL, 34275, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/10/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CFO and Branch Manager of this DBA support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-08 |
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