Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-04 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Blind Shop, Llc | Depere | WI | 08/2014 | 04/2019 |
| Zk Financial Group, Llc | Green Bay | WI | 04/2019 | 05/2025 |
| Raymond James Financial Services Inc. | Green Bay | WI | 04/2019 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 10/2021 | 05/2025 |
| Raymond James Financial Services, Inc. | Green Bay | WI | 07/2021 | 05/2025 |
| Thrivent Financial | Appleton | WI | 05/2025 | 02/2026 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 05/2025 | 02/2026 |
| Raymond James Financial Services, Inc. | Green Bay | WI | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Green Bay | WI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
Reach out to this advisor