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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-10 |
Branch Locations
1400 W. Fairbanks Ave Suite 104, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Universal Studios | Orlando | FL | 05/2017 | 08/2017 |
| Berry College | Mt. Berry | GA | 08/2016 | 03/2020 |
| Vaxcare Corporation | Orlando | FL | 07/2020 | 06/2023 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 06/2023 | Present |
| Unemployed | Orlando | FL | 03/2020 | 06/2020 |
| Raymond James Financial Services Advisors, Inc | Winter Park | FL | 04/2025 | Present |
McKeever & Associates, Inc. Wealth Management; not investment related; Winter Park, FL; support company/DBA; Registered Associate; Started 06/2023; 0hrs/month; 0hrs/month during trading hours; Support Staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
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