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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2016-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | San Antonio | TX | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 03/2016 | Present |
| Security Service Federal Credit Union | San Antonio | TX | 02/2016 | Present |
| Security Service Investment Group | San Antonio | TX | 02/2016 | Present |
(1)Name of Business: Security Service Investment Group Address: 18103 W Interstate 10, San Antonio, TX, 78257, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/15/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor for SSIG. (2)Name of Business: SSFCU Address: 18103 W Interstate 10, San Antonio, TX, 78257, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 02/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor/Employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-11 |
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