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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 | 2020-10-08 |
Branch Locations
625 Beachland Blvd Suite 2, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North County Aquatics | Sebastian | FL | 06/2014 | 08/2017 |
| Morgan Stanley | Vero Beach | FL | 01/2017 | 07/2019 |
| Raymond James Financial Services, Inc. | Vero Beach | FL | 08/2019 | Present |
(1)Name of Business: The Kanner Group Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/12/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-28 |
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