Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-05 |
Branch Locations
18760 Ih 35, Kyle, TX 78640 • United States
1692 W State Highway 46, New Braunfels, TX 78132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 10/2017 | 03/2021 |
| United Franchise Group | West Palm Beach | FL | 01/2017 | 08/2017 |
| Century 21 Paramount | League City | TX | 12/2013 | 07/2017 |
| City Of Alvin | Alvin | TX | 05/2016 | 10/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 03/2021 |
| Raymond James Financial Services, Inc. | New Braunfels | TX | 04/2021 | Present |
| Raymond James Financial Advisor Services, Inc. | New Braunfels | TX | 04/2021 | Present |
| Security Service Investment Group | New Braunfels | TX | 04/2021 | Present |
| Security Services Federal Credit Union | New Braunfels | TX | 04/2021 | Present |
(1)Name of Business: First Protestant Church of New Braunfels Address: 172 W Coll St, New Braunfels, TX, 78130, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 12/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board of Finance works with the Business Manager, Senior Minister, and the Council regarding financial needs of the church which are then submitted to Council for approval. Board prepares an annual budget and develops special funding requirements as approved by the Council and/or the congregation. (2)Name of Business: Sanger Agricultural Ventures LLC Address: 4771 Youngsford Rd, Marion, TX, 78124, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage start-up farm operations, delegate distribution of labor, plan initial production strategy and lead genetic experimentation. (3)Name of Business: Sanger Syndicate LLC Address: 4771 Youngsford Rd, Marion, TX, 78124, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Transitioning to a farm operation, personal real estate holding company, rental income, and handyman. (4)Name of Business: Security Service Federal Credit Union Address: 1692 West State Hwy 46, New Braunfels, TX, 78132, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 04/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisory (5)Name of Business: Security Service Investment Group Address: 1692 West State Hwy 46, New Braunfels, TX, 78132, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor inside Security Service Federal Credit Union. (6)Name of Business: Texas Emerging Leaders Nonprofit Corporation Address: 2430 Duval Dr, New Braunfels, TX, 78130, United States Activity Type: Non profit Position/Title: Board Member, Officer - President Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vote on items regarding the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-26 |
Reach out to this advisor