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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 | 2023-09-27 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-18 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | East Amherst | NY | 06/2015 | 05/2017 |
| Citizens Securities, Inc | East Amherst | NY | 06/2015 | 05/2017 |
| Scottrade, Inc | Williamsville | NY | 05/2017 | 02/2018 |
| Td Ameritrade, Inc. | Williamsville | NY | 02/2018 | 11/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 11/2019 |
| Truist Investment Services, Inc. | Tampa | FL | 05/2021 | 09/2023 |
| Unemployed | Bradenton | FL | 11/2019 | 05/2021 |
| Truist Advisory Services, Inc. | Tampa | FL | 05/2021 | 09/2023 |
| Raymond James & Associates, Inc | Bradenton | FL | 09/2023 | Present |
| Raymond James Financial Services, Inc | Bradenton | FL | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Bradenton | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
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