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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-12 |
Branch Locations
6771 Mitchell Way Suite 110, Erie, CO 80516 • United States
Piedmont, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Piedmont | OK | 03/2024 | Present |
| Unemployed | Longmont | CO | 03/2014 | 03/2024 |
| Raymond James Financial Services Advisors, Inc | Piedmont | OK | 06/2025 | Present |
(1) Name of Business: Fuerst Financial LLC Address: 6988 Richland Rd NW, Piedmont, OK, 73078-9146, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/07/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Emergency backup
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
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