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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 | 2023-11-07 |
Branch Locations
18760 Ih 35, Kyle, TX 78640 • United States
8439 Texas Highway 151, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Service Invesment Group | San Antonio | TX | 04/2022 | Present |
| Security Service Federal Credit Union | San Antonio | TX | 06/2021 | Present |
| Raymond James Financial Services, Inc. | San Antonio | TX | 04/2022 | 02/2023 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 02/2023 | Present |
| First Community Bank | Corpus Christi | TX | 02/2018 | 05/2021 |
| Anita Mallory Designing | Corpus Christi | TX | 09/2015 | 01/2018 |
| Texas A&M University | Corpus Christi | TX | 08/2013 | 08/2020 |
| Raymond James Financial Services Advisors, Inc | San Antonio | TX | 11/2023 | Present |
| Security Service Fcu | San Antonio | TX | 04/2023 | Present |
(1)Name of Business: Security Service Investment Group Address: 15000 W Interstate 10, San Antonio, TX, 78249-3530, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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