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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| AZ | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Tucson | AZ | 02/2015 | 11/2016 |
| Wells Fargo Bank, Na | Tucson | AZ | 02/2015 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 11/2016 | 09/2017 |
| Axa Advisors, Llc | New York | NY | 09/2017 | 02/2018 |
| Edward Jones | St.LOuis | MO | 03/2019 | 03/2026 |
| Raytheon | Tucson | AZ | 06/2017 | 02/2019 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 03/2026 | Present |
(1)Name of Business: Silvertree Wealth Partners Address: 413 29th Ste NE Ste B, Puyallup, WA, 98372-7050, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/24/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Advisor & Wealth advisor for firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-06 |
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