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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

241 Ne 4Th Street Ste B, Delray Beach, FL 33444 • United States

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-27
FL RA APPROVED 2025-01-23
  • TX RA
    APPROVED
    Since 2025-01-27
  • FL RA
    APPROVED
    Since 2025-01-23

Branch Locations

Deerfield Beach, FL • United States

241 Ne 4Th St Ste B, Delray Beach, FL 33444 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Boca Raton FL 09/2017 01/2025
University Of Mississippi Oxford MS 08/2016 05/2017
Unemployed Gulfport FL 05/2017 09/2017
Charles Schwab Bank, Ssb Boca Raton FL 09/2017 01/2025
Ameriprise Financial Services, Llc Delray Beach FL 01/2025 08/2026
Raymond James Financial Services, Inc. Delray Beach FL 08/2026 Present
Raymond James Financial Services Advisors, Inc. Delray Beach FL 08/2026 Present
Shining Sea Tax Llc Delray Beach FL 12/2025 Present
Rgwool Llc Delray Beach FL 04/2021 Present
Shining Seas Private Wealth Delray Beach FL 04/2021 Present
  • 09/2017 → 01/2025
    Boca Raton, FL
  • 08/2016 → 05/2017
    University Of Mississippi
    Oxford, MS
  • 05/2017 → 09/2017
    Unemployed
    Gulfport, FL
  • 09/2017 → 01/2025
    Charles Schwab Bank, Ssb
    Boca Raton, FL
  • 01/2025 → 08/2026
    Delray Beach, FL
  • 08/2026 → Present
    Raymond James Financial Services, Inc.
    Delray Beach, FL
  • 08/2026 → Present
    Delray Beach, FL
  • 12/2025 → Present
    Shining Sea Tax Llc
    Delray Beach, FL
  • 04/2021 → Present
    Rgwool Llc
    Delray Beach, FL
  • 04/2021 → Present
    Shining Seas Private Wealth
    Delray Beach, FL
Previous Registrations
  • 2018-03-05 → 2025-01-28
    Phoenix, AZ
    Menlo Park, CA
    San Francisco, CA
    St. Petersburg, FL
    Tampa, FL
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Designations
  • Certified Financial Planner
Other Names
  • Cameron Purton
  • Cameron G Purton
  • Cam Purton
  • Cameron Gregg Purton

View on SEC IAPD

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