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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-31 |
Branch Locations
Temple Terrace, FL • 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 07/2013 | 12/2018 |
| Usaa Financial Planning Services | Tampa | FL | 07/2013 | 12/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 12/2018 |
| Raymond James Financial Services | St. Petersburg | FL | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc | St. Petersburg | FL | 04/2025 | Present |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 01/2019 | 04/2025 |
(1)Name of Business: Address: 11204 theresa arbor drive, tampa, FL, 33617, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/09/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling products on eBay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-09 |
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