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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 2022-02-17
FL RA APPROVED 2019-02-06
OH RA APPROVED 2009-01-02
  • TX RA
    APPROVED
    Since 2022-02-17
  • FL RA
    APPROVED
    Since 2019-02-06
  • OH RA
    APPROVED
    Since 2009-01-02

Branch Locations

7300 Whipple Ave Nw Suite 7, North Canton, OH 44720 • 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
Raymond James Financial Services North Canton OH 05/2007 Present
Raymond James Financial Services Advisors, Inc North Canton OH 05/2007 Present
Previous Registrations
Other Businesses

(1) Name of Business: Darrell Wright Financial Services, LLC Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720-7159, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/10/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company (2) Name of Business: Redhawk Real Estate, LLC Address: 2370 MacNaughten St., NW, N. Canton, OH, 44720, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a condo in Estero, FL and rent it. (3) Name of Business: Wright, LaHaie, Jarvis Wealth Advisors Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Advor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-27
S63 Uniform Securities Agent State Law Examination 1983-02-25
  • S65 Uniform Investment Adviser Law Examination
    1999-09-27
  • S63 Uniform Securities Agent State Law Examination
    1983-02-25
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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