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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
TX RA APPROVED 2024-03-07
FL RA APPROVED 2023-03-27
  • TX RA
    APPROVED
    Since 2024-03-07
  • FL RA
    APPROVED
    Since 2023-03-27

Branch Locations

625 Beachland Blvd. Suite 2, Vero Beach, FL 32963 • 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 Financial Services, Inc Vero Beach FL 08/2022 Present
Florida Southern Lakeland FL 01/2021 Present
University Of Florida Vero Beach FL 05/2018 01/2021
Vero Beach High School Vero Beach FL 08/2014 05/2018
Unemployed Vero Beach FL 10/2012 08/2022
Raymond James Financial Services Advisors, Inc. Vero Beach FL 03/2023 Present
Mathnasium Vero Beach FL 04/2023 09/2023
  • 08/2022 → Present
    Raymond James Financial Services, Inc
    Vero Beach, FL
  • 01/2021 → Present
    Florida Southern
    Lakeland, FL
  • 05/2018 → 01/2021
    University Of Florida
    Vero Beach, FL
  • 08/2014 → 05/2018
    Vero Beach High School
    Vero Beach, FL
  • 10/2012 → 08/2022
    Unemployed
    Vero Beach, FL
  • 03/2023 → Present
    Vero Beach, FL
  • 04/2023 → 09/2023
    Mathnasium
    Vero Beach, FL
Other Businesses

(1)Name of Business: LUETHJE WEALTH MANAGEMENT LLC Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963-1709, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner / Lead Manager of Luethje Wealth Management (2)Name of Business: The Kanner Group LLC Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963-1709, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-23
  • S66 Uniform Combined State Law Examination
    2023-01-23
Other Names
  • David F. Luethje

View on SEC IAPD

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