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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-18 |
Branch Locations
4420 Jackson Road Suite101 , Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Ann Arbor | MI | 10/2025 | Present |
| Ya Engineering Services | Ann Arbor | MI | 04/2023 | Present |
| Donan Engineering | Ann Arbor | MI | 03/2015 | 04/2023 |
| Eastern Michigan University | Ypsilanti | MI | 09/2017 | 12/2020 |
| Legacy Financial Inc. | Ann Arbor | MI | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Ann Arbor | MI | 08/2026 | Present |
the name of the other business; Vane Professional Services, LLC. whether the business is investment-related; Not Investment Related the address of the other business; 4420 Jackson Rd Ste 101 Ann Arbor Mi 48103-1834 the nature of the other business; I own and operate this sole-proprietor LLC, which serves as the business entity through which I perform various consulting engagements. your position; title, or relationship with the other business; Owner the start date of your relationship; 10/2025 the approximate number of hours/month you devote to the other business: 21-40 the number of hours you devote to the other business during securities trading hours; 21-40 and briefly describe your duties relating to the other business; Currently, the only consulting engagement I am involved in is with Legacy Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-04 |
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