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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sugar Land | TX | 10/2015 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sugar Land | TX | 11/2022 | 08/2024 |
| Bank Of America, N.A. | Sugar Land | TX | 03/2023 | 08/2024 |
| Lpl Financial Llc | The Woodlands | TX | 07/2025 | 09/2025 |
| Unemployed | Houston | TX | 08/2024 | 04/2025 |
| Raymond James Financial Service, Inc. | Houston | TX | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 12/2025 | Present |
| Trustmark National Bank | The Woodlands | TX | 05/2025 | Present |
Trustmark Financial Services Not Investment related business DBA Support Company Advisor Madison, MS Associate Financial Advisor / Registered Associate (REP/ASC) 10/10/25 0 hours/month 0 hours/month during trading hours Trustmark National Bank Investment related business Financial Institution The Woodlands, TX Associate Financial Advisor 10/25 160 hours/month 130 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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