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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-03-18
  • MI RA
    APPROVED
    Since 2019-03-18

Branch Locations

1301 West Long Lake Suite 107, Troy, MI 48098 • United States

Farmington, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Center For Financial Planning Inc. (Rjfs) Southfield MI 05/2012 10/2016
Raymond James Financial Services, Inc. Southfield MI 12/2012 10/2016
Telemus Southfield MI 10/2016 11/2018
Raymond James Financial Services Advisors, Inc. Troy MI 03/2019 Present
Raymond James Financial Services, Inc. Troy MI 11/2018 Present
Southworth & Wilson, Inc. Troy MI 11/2018 Present
  • 05/2012 → 10/2016
    Center For Financial Planning Inc. (Rjfs)
    Southfield, MI
  • 12/2012 → 10/2016
    Raymond James Financial Services, Inc.
    Southfield, MI
  • 10/2016 → 11/2018
    Telemus
    Southfield, MI
  • 03/2019 → Present
    Troy, MI
  • 11/2018 → Present
    Raymond James Financial Services, Inc.
    Troy, MI
  • 11/2018 → Present
    Southworth & Wilson, Inc.
    Troy, MI
Previous Registrations
  • 2016-11-14 → 2018-11-05
    Telemus Capital, Llc
    Southfield, MI
Other Businesses

Southworth & Wilson, Inc. Address: Troy, MI Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 11/12/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: to support Wendy Wilson

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-15
  • S63 Uniform Securities Agent State Law Examination
    2019-03-15
Designations
  • Certified Financial Planner
Other Names
  • Melissa Ann Cyrus
  • Melissa Ann Cyrus

View on SEC IAPD

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