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 | 2026-02-24 |
| MS | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Brandon | MS | 05/2024 | Present |
| Mississippi State University | Mississippi State | MS | 06/2023 | 05/2024 |
| Trustmark Financial Services | Brandon | MS | 06/2022 | 10/2022 |
| Lpl Financial | Brandon | MS | 06/2022 | 10/2022 |
| Congressman Michael Guest Office | Washington | DC | 07/2021 | 07/2021 |
| Southern Farm Bureau Life Insurance | Jackson | MS | 06/2021 | 06/2021 |
| Waren Building Company | Brandon | MS | 06/2020 | 07/2020 |
| Mississippi State University | Mississippi State | MS | 08/2019 | 05/2023 |
| Brandon High School | Brandon | MS | 08/2015 | 05/2019 |
| Club At Crossgates | Brandon | MS | 06/2019 | 07/2019 |
| Club At Crossgates | Brandon | MS | 06/2018 | 07/2018 |
| Waren Building Company | Brandon | MS | 06/2017 | 07/2017 |
| Priorityone Financial Services | Magee | MS | 05/2024 | Present |
| Priorityone Bank | Magee | MS | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Brandon | MS | 11/2024 | Present |
| Priorityone Bank | Gluckstadt | MS | 06/2024 | Present |
(1)Name of Business: PriorityOne Financial Services Address: 104 Church Rd, Gluckstadt, MS, 39110-7970, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor in training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
Reach out to this advisor