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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
FL RA APPROVED 2025-11-18
  • FL RA
    APPROVED
    Since 2025-11-18

Branch Locations

Port Richey, FL • United States

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

Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-04
  • FL RA
    APPROVED
    Since 2025-06-04

Branch Locations

Port Richey, FL • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • 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 Port Richey FL 06/2022 Present
Southern Technical College Tampa FL 01/2021 06/2022
Baycare Health Systems Clearwater FL 08/2016 01/2021
Raymond James Financial Services, Inc Port Richey FL 10/2025 Present
Raymond James Financial Services Advisors, Inc Port Richey FL 10/2025 Present
  • 06/2022 → Present
    Raymond James & Associates
    Port Richey, FL
  • 01/2021 → 06/2022
    Southern Technical College
    Tampa, FL
  • 08/2016 → 01/2021
    Baycare Health Systems
    Clearwater, FL
  • 10/2025 → Present
    Raymond James Financial Services, Inc
    Port Richey, FL
  • 10/2025 → Present
    Port Richey, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
  • S66 Uniform Combined State Law Examination
    2025-06-02

View on SEC IAPD

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