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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

1177 W Loop S Suite 1515 , Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2024 → Present
    Raymond James Financial Services, Inc.
    Houston, TX
  • 08/2022 → 05/2025
    University Of Houston
    Houston, TX
  • 06/2022 → 05/2025
    Olive Garden
    Rosenberg, TX
  • 06/2024 → 08/2024
    Lockton Insurance
    Houston, TX
  • 08/2018 → 05/2022
    Terry High School
    Rosenberg, TX
  • 06/2016 → 07/2018
    George Junior High
    Rosenberg, TX
  • 06/2026 → Present
    Houston, TX
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-13
  • S66 Uniform Combined State Law Examination
    2026-06-13

View on SEC IAPD

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