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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-11 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-21 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 02/2014 | 10/2017 |
| Pnc Investments | Charlotte | NC | 10/2018 | 11/2021 |
| Unemployed | Charlotte | NC | 10/2017 | 09/2018 |
| Truist Investment Services, Inc. | Charlotte | NC | 12/2021 | 09/2022 |
| Truist Advisory Services, Inc. | Charlotte | NC | 12/2021 | 09/2022 |
| Raymond James & Associates, Inc | Midland | NC | 12/2022 | Present |
| Unemployed | Charlotte | NC | 09/2022 | 12/2022 |
| Raymond James Financial Services, Inc | Midland | NC | 12/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Midland | NC | 09/2025 | Present |
(1)Name of Business: Address: 14400 Bethel Ave Ext, Midland, NC, 28107, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Jewelry reseller on Ebay. (2)Name of Business: The Green Side Inc. Address: 14400 Bethel Ave Ext, Midland, NC, 28107, United States Activity Type: Business Owner Position/Title: Officer - Vice President, Officer - Secretary Investment Related: No Start Date: 07/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Entity was created to buy, rehab and sell homes. This has now been changed to industrial machinery.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-14 |
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