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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 2024-11-25
GA RA APPROVED 2024-08-20
  • TX RA
    APPROVED
    Since 2024-11-25
  • GA RA
    APPROVED
    Since 2024-08-20

Branch Locations

525 Westpark Drive Suite 100, Peachtree City, GA 30269 • 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
Starr's Mill High School Fayetteville GA 05/2014 05/2018
Wofford College Spartanburg SC 05/2018 05/2021
Saint Louis Cardinals Palm Beach FL 05/2021 08/2023
Starr's Mills Movers, Llc Fayetteville GA 08/2023 04/2024
Raymond James Financial Services, Inc. Peachtree City GA 01/2024 Present
Raymond James Financial Services Advisors, Inc. Peachtree City GA 08/2024 Present
Starrs Mill Movers Peachtree City GA 01/2025 Present
  • 05/2014 → 05/2018
    Starr's Mill High School
    Fayetteville, GA
  • 05/2018 → 05/2021
    Wofford College
    Spartanburg, SC
  • 05/2021 → 08/2023
    Saint Louis Cardinals
    Palm Beach, FL
  • 08/2023 → 04/2024
    Starr's Mills Movers, Llc
    Fayetteville, GA
  • 01/2024 → Present
    Raymond James Financial Services, Inc.
    Peachtree City, GA
  • 08/2024 → Present
    Peachtree City, GA
  • 01/2025 → Present
    Starrs Mill Movers
    Peachtree City, GA
Other Businesses

(1)Name of Business: Reveille Wealth Management Address: 525 Westpark Dr Ste 100, Peachtree City, GA, 30269-1575, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/ Relationship Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2024-08-14
Other Names
  • Hayes Anderson Heinecke

View on SEC IAPD

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