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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
PA RA APPROVED 2026-05-26
  • PA RA
    APPROVED
    Since 2026-05-26

Branch Locations

101 Masonic Drive, Elizabethtown, PA 17022 • 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
Pfm Fund Distributors, Inc. Harrisburg PA 06/2013 11/2021
Raymond James Financial Services, Inc. Elizabethtown PA 05/2026 Present
Raymond James Financial Services Advisors, Inc. Elizabethtown PA 05/2026 Present
Gwfs Equities, Inc Greenwood Village CO 12/2021 05/2026
  • 06/2013 → 11/2021
    Pfm Fund Distributors, Inc.
    Harrisburg, PA
  • 05/2026 → Present
    Raymond James Financial Services, Inc.
    Elizabethtown, PA
  • 05/2026 → Present
    Elizabethtown, PA
  • 12/2021 → 05/2026
    Gwfs Equities, Inc
    Greenwood Village, CO
Previous Registrations
Other Businesses

(1)Name of Business: DDMP Investment Advisors, LLC Address: 101 Masonic Dr, Elizabethtown, PA, 17022, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/18/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-26
S63 Uniform Securities Agent State Law Examination 2013-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-01-26
  • S63 Uniform Securities Agent State Law Examination
    2013-12-05
Other Names
  • Scott D Bilheimer

View on SEC IAPD

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