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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | Medford | OR | 09/2013 | 01/2019 |
| Cetera Investment Advisers Llc | Medford | OR | 01/2019 | 04/2025 |
| Futurity First Insurance Group | Medford | OR | 07/2025 | 02/2026 |
| Sequent Planning Llc | Medford | OR | 07/2025 | 03/2026 |
| Raymond James Financial Services, Inc. | Medford | OR | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Medford | OR | 08/2026 | Present |
| Unemployed | Medford | OR | 03/2026 | 07/2026 |
| Columbia Bank | Medford | OR | 07/2026 | Present |
| Columbia Wealth Advisors | Medford | OR | 07/2026 | Present |
| Cetera Investment Services, Llc. | Medford | OR | 01/2019 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-09 |
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