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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
108 State Street Suite 200, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greensboro | NC | 01/1999 | Present |
| Beacon Capital Advisors, Inc. | Greensboro | NC | 08/1991 | Present |
| Rent A Home Of The Triad | Greensboro | NC | 01/1989 | Present |
| Heyfield Partners | Greensboro | NC | 05/2001 | 05/2017 |
| Raymond James Financial Services Advisors, Inc | Greensboro | NC | 01/2009 | Present |
(1)Name of Business: Beacon Capital Advisors Inc. Address: 108 State St Ste 200, Greensboro, NC, 27408, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/1991 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I manage all aspects of the branch assets, contracts with vendors, purchasing, and disposal of assets. i also manage the payroll, and all HR funtions of this branch of RJFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-23 |
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