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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-03
  • GA RA
    APPROVED
    Since 2026-08-03

Branch Locations

1725 Electric Ave Ste 250 , Watkinsville, GA 30677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Watkinsville GA 01/2026 Present
Proper Management Franklin TN 05/2024 09/2025
Greg Oliver Agency Music Division Franklin TN 07/2021 04/2024
Chick-Fil-A Melrose Music City Nashville TN 04/2020 07/2021
Christ Fellowship Miami Miami FL 02/2018 03/2020
Belmont University Nashville TN 08/2013 05/2017
Unemployed Miami FL 05/2017 02/2018
Unemployed Nashville TN 03/2020 04/2020
Unemployed Nashville TN 04/2024 05/2024
Unemployed Athens GA 09/2025 01/2026
The Avenue Watkinsville GA 01/2026 Present
Raymond James Financial Services Advisors, Inc Watkinsville GA 07/2026 Present
  • 01/2026 → Present
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 05/2024 → 09/2025
    Proper Management
    Franklin, TN
  • 07/2021 → 04/2024
    Greg Oliver Agency Music Division
    Franklin, TN
  • 04/2020 → 07/2021
    Chick-Fil-A Melrose Music City
    Nashville, TN
  • 02/2018 → 03/2020
    Christ Fellowship Miami
    Miami, FL
  • 08/2013 → 05/2017
    Belmont University
    Nashville, TN
  • 05/2017 → 02/2018
    Unemployed
    Miami, FL
  • 03/2020 → 04/2020
    Unemployed
    Nashville, TN
  • 04/2024 → 05/2024
    Unemployed
    Nashville, TN
  • 09/2025 → 01/2026
    Unemployed
    Athens, GA
  • 01/2026 → Present
    The Avenue
    Watkinsville, GA
  • 07/2026 → Present
    Watkinsville, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
  • S66 Uniform Combined State Law Examination
    2026-07-30
Other Names
  • David Richt

View on SEC IAPD

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