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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-17 |
| GA | RA | APPROVED | 2026-01-21 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Olympia, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Columbus | GA | 06/2017 | 09/2018 |
| Wells Fargo Bank Na | Columbus | GA | 09/2016 | 09/2018 |
| Synovus Securities, Inc. | Columbus | GA | 09/2018 | 09/2019 |
| Synovus Bank | Columbus | GA | 09/2018 | 09/2019 |
| First Community Bank | Killeen | TX | 10/2019 | 02/2020 |
| Jp Morgan Securities, Llc | Temple | TX | 02/2020 | 10/2022 |
| Jp Morgan Chase Bank, N.A. | Temple | TX | 02/2020 | 10/2022 |
| Td Ameritrade | Dawsonville | GA | 10/2022 | 02/2024 |
| Charles Schwab & Co., Inc. | Dawsonville | GA | 11/2022 | 02/2024 |
| Raymond James & Associates, Inc. | Dawsonville | GA | 02/2024 | 12/2025 |
| Raymond James Financial Services, Inc. | Olympia | WA | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Olympia | WA | 01/2026 | Present |
(1) Name of Business: Varsity Tutors Address: 5236 Turnstone Street SE, Olympia, WA 98513, United States Activity Type: Professor/Teacher Position/Title: Investment Related: Yes Start Date: 03/11/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
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