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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
Branch Locations
8470 Enterprise Circle Suite 310 , Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lakewood Ranch | FL | 09/2024 | Present |
| Cracker Barrel | Port Charlotte | FL | 01/2016 | 01/2017 |
| Olive Garden | Tampa | FL | 01/2017 | 01/2019 |
| Doordash | Tampa | FL | 01/2019 | 01/2023 |
| Fellowship Jiu-Jitsu | Sarasota | FL | 03/2023 | Present |
| Raymond James & Associates, Inc. | Lakewood Ranch | FL | 01/2024 | 05/2024 |
| University Of South Florida | Tampa | FL | 08/2021 | 12/2023 |
| M&M Wealth Advisors Llc | Lakewood Ranch | FL | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Lakewood Ranch | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-14 |
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