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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 | 2025-02-20 |
| FL | RA | APPROVED | 2023-12-15 |
Branch Locations
28050 Us Highway 19 Suite 401, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-15 |
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