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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 | 2026-01-28 |
Branch Locations
3508 Far West Blvd Suite 160, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regents School Of Austin | Austin | TX | 08/2014 | 05/2019 |
| University Of Texas At Austin | Austin | TX | 08/2019 | 12/2023 |
| Office Of Inspector General | Austin | TX | 06/2023 | 08/2023 |
| Cyclebar | Austin | TX | 09/2023 | 11/2023 |
| Charles Schwab | Austin | TX | 09/2023 | 02/2024 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2024 | 11/2024 |
| Raymond James Financial Services, Inc. | Austin | TX | 11/2024 | 08/2025 |
| Ciani Thomas Financial | Austin | TX | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Austin | TX | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Austin | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-13 |
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