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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
AL RA APPROVED 2026-01-21
  • AL RA
    APPROVED
    Since 2026-01-21

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Coffee Springs, AL • United States

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-04-30
  • AL RA
    APPROVED
    Since 2024-04-30

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Coffee Springs, AL • 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
Raymond James & Associates, Inc. Coffee Springs AL 12/2021 Present
Unemployed Enterprise AL 05/2021 12/2021
The Park Preschool At Trenton Crossing Clarksville TN 08/2019 05/2021
Homemaking Clarksville TN 06/2012 08/2019
Raymond James Financial Services, Inc. Coffee Springs AL 10/2025 Present
Raymond James Financial Services Advisors Coffee Springs AL 10/2025 Present
  • 12/2021 → Present
    Coffee Springs, AL
  • 05/2021 → 12/2021
    Unemployed
    Enterprise, AL
  • 08/2019 → 05/2021
    The Park Preschool At Trenton Crossing
    Clarksville, TN
  • 06/2012 → 08/2019
    Homemaking
    Clarksville, TN
  • 10/2025 → Present
    Raymond James Financial Services, Inc.
    Coffee Springs, AL
  • 10/2025 → Present
    Raymond James Financial Services Advisors
    Coffee Springs, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2024-04-26
Other Names
  • Samantha Marie Brown

View on SEC IAPD

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