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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 | 2026-06-18 |
Branch Locations
1177 W Loop S Suite 1515 , Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 01/2024 | Present |
| University Of Houston | Houston | TX | 08/2022 | 05/2025 |
| Olive Garden | Rosenberg | TX | 06/2022 | 05/2025 |
| Lockton Insurance | Houston | TX | 06/2024 | 08/2024 |
| Terry High School | Rosenberg | TX | 08/2018 | 05/2022 |
| George Junior High | Rosenberg | TX | 06/2016 | 07/2018 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 06/2026 | Present |
(1)Name of Business: Centrix Wealth Partners Address: 1177 West Loop S Ste 1515, Houston, TX, 77027-9011, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/27/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Private Wealth Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-13 |
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