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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2026-04-07 |
| OK | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
2500 Ne 11Th Street Suite 301, Bentonville, AR 72712 • United States
Owasso, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 04/2026 |
| Walmart Home Office | Bentonville | AR | 12/2014 | 10/2016 |
| Self-Employed | Owasso | OK | 10/2016 | 02/2017 |
| Raymond James Financial Services, Inc. | Bentonville | AR | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bentonville | AR | 04/2026 | Present |
(1)Name of Business: Campbell Family Wealth Address: 17743 E White Tail CV, Owasso, OK, 74055, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA at Raymond James\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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