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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 2025-02-20
FL RA APPROVED 2023-12-15
  • TX RA
    APPROVED
    Since 2025-02-20
  • FL RA
    APPROVED
    Since 2023-12-15

Branch Locations

28050 Us Highway 19 Suite 401, Clearwater, FL 33761 • 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
Florida Financial Advisors Tampa FL 11/2022 11/2023
Clearwater Central Catholic High School Clearwater FL 08/2014 05/2018
Gettysburg College Gettysburg PA 08/2018 05/2022
Jll Industrial Market Tampa FL 04/2020 08/2020
T-Mobile St. Petersburg FL 02/2021 07/2021
Fastenal St. Petersburg FL 06/2022 08/2022
Trinity Wealth Securities, Llc Tampa FL 02/2023 11/2023
Lowe's Clearwater FL 11/2023 12/2023
Raymond James Financial Services, Inc. Clearwater FL 12/2023 Present
Raymond James Financial Advisors, Inc. Clearwater FL 12/2023 Present
Keybridge Wealth Management Clearwater FL 12/2023 Present
  • 11/2022 → 11/2023
    Florida Financial Advisors
    Tampa, FL
  • 08/2014 → 05/2018
    Clearwater Central Catholic High School
    Clearwater, FL
  • 08/2018 → 05/2022
    Gettysburg College
    Gettysburg, PA
  • 04/2020 → 08/2020
    Jll Industrial Market
    Tampa, FL
  • 02/2021 → 07/2021
    T-Mobile
    St. Petersburg, FL
  • 06/2022 → 08/2022
    Fastenal
    St. Petersburg, FL
  • 02/2023 → 11/2023
    Trinity Wealth Securities, Llc
    Tampa, FL
  • 11/2023 → 12/2023
    Lowe's
    Clearwater, FL
  • 12/2023 → Present
    Raymond James Financial Services, Inc.
    Clearwater, FL
  • 12/2023 → Present
    Raymond James Financial Advisors, Inc.
    Clearwater, FL
  • 12/2023 → Present
    Keybridge Wealth Management
    Clearwater, FL
Previous Registrations
Other Businesses

(1)Name of Business: CN Wealth Management/Keybridge Wealth Management Address: 28050 US Highway 19 N Ste 401, Clearwater, FL, 33761-2629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/15/2024 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
S63 Uniform Securities Agent State Law Examination 2023-04-15
S65 Uniform Investment Adviser Law Examination 2022-11-15
  • S63 Uniform Securities Agent State Law Examination
    2023-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-11-15

View on SEC IAPD

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