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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 | 2024-03-07 |
| FL | RA | APPROVED | 2023-03-27 |
Branch Locations
625 Beachland Blvd. Suite 2, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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