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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-04 |
| WA | RA | APPROVED | 2022-05-04 |
Branch Locations
3500 Lenox Rd Ne Suite 1500, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 04/2018 | 05/2022 |
| Fidelity National Information Systems, Inc. D/B/A Fis | Jacksonville | FL | 01/2015 | 04/2018 |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 05/2022 | Present |
| Mainspring Wealth Advisors | Atlanta | GA | 05/2022 | Present |
| Spring Street Financial | Atlanta | GA | 04/2018 | 05/2022 |
(1)Name of Business: Mainspring Wealth Advisors, LLC Address: 11400 SE 8th St Ste 260, Bellevue, WA, 98004-6470, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
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