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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 | 2026-07-13 |
| WI | RA | APPROVED | 2025-12-01 |
Branch Locations
225 S Monroe Ave Ste 200, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 07/2014 | 10/2016 |
| Thrivent Investment Management Inc | Appleton | WI | 07/2014 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | 12/2025 |
| Raymond James Financial Services Inc. | Green Bay | WI | 12/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Green Bay | WI | 12/2025 | Present |
| Financial Consulting Services, Inc. | Green Bay | WI | 12/2025 | Present |
(1) Financial Consulting Services Inc. Not investment related Green Bay, WI DBA/Support Company Advisor start date: 12/2025 0 hrs per month 0 during trading hours (2) Notary Public Not investment related Green Bay, WI Notary start date: 11/2016 ~ 3 hrs per month ~ 3 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-03 |
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