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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 | 2026-07-21 |
| GA | RA | APPROVED | 2026-07-08 |
Branch Locations
7000 Central Pkwy Ste 1100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Birmingham | AL | 04/2024 | 05/2024 |
| Mountain Brook Club | Mountain Brook | AL | 06/2023 | 04/2024 |
| Country Club Of Birmingham | Birmingham | AL | 09/2020 | 04/2023 |
| Ymca | Pittsford | NY | 12/2019 | 04/2020 |
| Samford University | Homewood | AL | 08/2020 | 04/2024 |
| Honeoye Falls Lima Central School District | Honeoye Falls | NY | 09/2013 | 06/2020 |
| Thrivent Investment Management Inc. | Huntsville | AL | 05/2024 | 07/2026 |
| Thrivent Financial | Appleton | WI | 05/2024 | 07/2026 |
| Raymond James Financial Services, Inc. | Atlanta | GA | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 07/2026 | Present |
| Council Of Financial Educators | Sandy Springs, Smyrna, Kennesaw | GA | 08/2026 | Present |
(1) Name of Business: Covenant Wealth Group Address: 7000 Central Pkwy Ste 1100, Atlanta, GA, 30328-4592, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/21/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: As the owner of a financial advisory practice, I help individuals, families, and business owners make informed financial decisions by providing personalized wealth management, retirement planning, investment guidance, and long-term financial strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-04 |
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