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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2009-04-21 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
1400 W. Fairbanks Ave Suite 104, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Winter Park | FL | 01/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Winter Park | FL | 01/2009 | Present |
| Mckeever & Associates, Inc. | Winter Park | FL | 01/2003 | Present |
(1)Name of Business: McKeever & Associates, Inc. Address: 1400 W Fairbanks Ave Ste 104, Winter Park, FL, 32789, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 01/03/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner and manager of support company for RJFS branch. (2)Name of Business: Winter Park Investment Group, Inc. Address: 1400 W. Fairbanks Avenue, Winter Park, FL, 32789, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/01/1988 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-09-05 |
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