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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 | 2026-08-12 |
Branch Locations
13720 Six Mile Cypress Pkwy Suite #1 , Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Myers | FL | 07/2025 | Present |
| Charles Schwab | Indianapolis | IN | 04/2024 | 08/2024 |
| Indiana Wesleyan University | Marion | IN | 05/2021 | 04/2025 |
| Kanakuk Kamps | Lampe | MO | 05/2022 | 08/2022 |
| Western High School | Russiaville | IN | 08/2017 | 06/2021 |
| Western Middle School | Russiaville | IN | 08/2014 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | Fort Myers | FL | 08/2026 | Present |
Weinstein Wilkes Financial Group Not investment-related Fort Meyers, FL DBA/Support Company Advisor 10/2025 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-29 |
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