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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 | 2024-12-11 |
| MN | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
Clearwater, FL • United States
7900 International Drive Suite 1085, Bloomington, MN 55425 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Edina | MN | 10/2015 | 12/2024 |
| Wahl Wire Wealth Management | Bloomington | MN | 12/2024 | Present |
| Raymond James Financial Services, Inc. | Bloomington | MN | 12/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Bloomington | MN | 12/2024 | Present |
(1) Name of Business: Address: 5550 BIMINI DR, MINNETONKA, MN, 55343, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent my property in Minnetonka MN for part of the year when I am in Florida working remotely. (2) Name of Business: Wahl & Wire Wealth Management Address: 7900 International Dr Ste 1085, Bloomington, MN, 55425-2434, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3) Name of Business: Wire Wealth Advisors LLC Address: 7900 International Dr Ste 1085, Bloomington, MN, 55425-2434, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor registered with Raymond James Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-31 |
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