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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-02 |
Branch Locations
18575 High Springs Main St Ste 50, High Springs, FL 32643 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurnace | High Springs | FL | 12/2004 | 03/2022 |
| Raymond James Financial Services, Inc | High Springs | FL | 03/2022 | Present |
| Concurrent Advisors | High Springs | FL | 03/2022 | 03/2023 |
| Kelly Barber Group Llc Dba The Barber Group | High Springs | FL | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc | High Springs | FL | 08/2022 | Present |
(1)Name of Business: Crossman Cattle Beef Address: 25531 NW 62nd Ave, High Springs, FL, 32643, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raise Cattle and Market Beef to Customers (2)Name of Business: Kelly Barber Group LLC DBA The Barber Group Address: 18575 High Springs Main St Ste 50, High Springs, FL, 32643-0003, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/10/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Panther Grass Address: 25531 NW 62nd Ave, High Springs, FL, 32643, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a lawn care business I started for my son. I take no income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-21 |
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