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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 2023-02-24
WA RA APPROVED 2023-02-24
  • TX RA
    APPROVED
    Since 2023-02-24
  • WA RA
    APPROVED
    Since 2023-02-24

Branch Locations

Wichita Falls, TX • United States

16412 N Cimmeron Ct, Nine Mile Falls, WA 99026 • 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
The Jacksboro National Bank Wichita Falls TX 11/2021 07/2022
At&T Wireless Wichita Falls TX 07/2011 11/2021
Doordash Wichita Falls TX 08/2022 10/2022
Raymond James Financial Services, Inc Wichita Falls TX 08/2022 Present
Raymond James Financial Services Advisors, Inc Wichita Falls TX 02/2023 Present
  • 11/2021 → 07/2022
    The Jacksboro National Bank
    Wichita Falls, TX
  • 07/2011 → 11/2021
    At&T Wireless
    Wichita Falls, TX
  • 08/2022 → 10/2022
    Doordash
    Wichita Falls, TX
  • 08/2022 → Present
    Raymond James Financial Services, Inc
    Wichita Falls, TX
  • 02/2023 → Present
    Wichita Falls, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17
Other Names
  • Aimi Shilanski
  • Aimi Glasgow

View on SEC IAPD

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