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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kendall Wealth Partners | Pacific Grove | CA | 10/2008 | 10/2018 |
| Income Works, Inc. | Agawan | MA | 10/2018 | 11/2024 |
| Kendall Wealth Partners | Pacific Grove | CA | 12/2024 | 10/2025 |
| Commonwealth Financial Network | Pacific Grove | CA | 12/2024 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Pacific Grove | CA | 10/2025 | Present |
| Commonwealth Financial Network | Pacific Grove | CA | 01/2009 | 11/2024 |
(1)Name of Business: Susan L. Kendall, CPA Address: 315 Grand Ave, Pacific Grove, CA, 93950-3453, United States Activity Type: Tax Preparation Position/Title: Associate/Employee Investment Related: No Start Date: 02/25/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Assist with data entry
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-08 |
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