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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Beavercreek | OH | 05/2023 | 12/2025 |
| Crunch Fitness | Cincinnati | OH | 08/2022 | 04/2023 |
| Fresh Paint Designs | Springboro | OH | 05/2022 | 08/2022 |
| University Of Cincinnati | Cincinnati | OH | 08/2019 | 04/2023 |
| Jimmy Johns | Springboro | OH | 04/2017 | 08/2019 |
| Unemployed | Springboro | OH | 12/2010 | 04/2017 |
| Raymond James Financial Services Advisors, Inc. | Dayton | OH | 12/2025 | Present |
| Raymond James Financial Services, Inc. | Dayton | OH | 12/2025 | Present |
(1)Name of Business: Williamson Wealth Advisors Address: 77 W Elmwood Dr Ste 103, Dayton, OH, 45459-4263, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Part owner of an ICD branch at Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
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