Best Investors
Account
Sign in
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 | 2018-08-06 |
Branch Locations
700 Everhart Rd Suite C1, Corpus Christi, TX 78411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Corpus Christi | TX | 03/2009 | 08/2018 |
| Raymond James Financial Services, Inc. | Corpus Christi | TX | 08/2018 | Present |
| Raymond James Financia Services Advisors, Inc. | Corpus Christi | TX | 08/2018 | Present |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 03/18/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Short term loan from my brother to me to have bridge financing for a real Estate Purchase (2)Name of Business: Beau Monde Properties LLC Address: 700 Everhart Rd Ste C1, Corpus Christi, TX, 78411, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC that was created to hold the RJ office property that we bought when we joined RJ. I am 50/50 joint owners with my brother Paul. (3)Name of Business: Biggins Wealth Services LLC Address: 700 Everhart Rd Ste C1, Corpus Christi, TX, 78411, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/03/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Managing Partner (4)Name of Business: HULEN SERVICES INC. Address: 555 N. Carancahua Suite 200, Corpus Christi, TX, 78401, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Small Family Construction Company (5)Name of Business: New Life Refuge Ministries Address: 4500 Ocean Dr, Corpus Christi, TX, 78412, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Director, Chair of the Board Investment Related: Yes Start Date: 08/03/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend Monthly Board Meeting to further this non-profit's cause of ending minor sex trafficking.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-20 |
Reach out to this advisor