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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| FL | RA | APPROVED | 2016-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Largo | FL | 02/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Largo | FL | 03/2016 | Present |
(1)Name of Business: Timberlake Financial, LLC Address: 10785 Seminole Blvd, Largo, FL, 33778, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 01/04/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-02 |
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