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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 | 2026-08-13 |
| MO | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 04/2016 | 08/2026 |
| Umb Financial Services Inc | Kansas City | MO | 04/2016 | 08/2026 |
| Raymond James Financial Services, Inc. | Kansas City | MO | 05/2026 | 06/2026 |
| Raymond James Financial Services Advisors, Inc. | Kansas City | MO | 05/2026 | 06/2026 |
| Raymond James Financial Services, Inc. | Kansas City | MO | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Kansas City | MO | 08/2026 | Present |
| First Investments And Planning | Kansas City | MO | 08/2026 | Present |
| Fnbo | Kansas City | MO | 08/2026 | Present |
(1) Name of Business: FNBO Address: 1 Ward Parkway, Kansas City, MO, 64112-169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/10/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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