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CRD 6273063
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 |
|---|---|---|---|
| MS | RA | APPROVED | 2026-01-30 |
| TN | RA | APPROVED | 2026-01-30 |
Branch Locations
1100 Ridgeway Loop Rd Fl 2, Memphis, TN 38120 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
1100 Ridgeway Loop Rd., Memphis, TN 38120 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2020-09-04 |
| TN | RA | APPROVED | 2020-04-06 |
Branch Locations
1100 Ridgeway Loop Rd., Memphis, TN 38120 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 05/2015 | 09/2018 |
| Charles Schwab & Co., Inc. | Germantown | TN | 09/2018 | 03/2020 |
| Charles Schwab Bank | Germantown | TN | 09/2018 | 03/2020 |
| Raymond James & Associates | Memphis | TN | 03/2020 | Present |
| Raymond James Financial Services, Inc. | Memphis | TN | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Memphis | TN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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