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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 | 2025-07-14 |
Branch Locations
1421 North Loop 1604 East, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Service Federal Credit Union | San Antonio | TX | 04/2022 | Present |
| Wells Fargo | San Antonio | TX | 11/2021 | 04/2022 |
| Magnolia Pancake Haus | San Antonio | TX | 09/2021 | 03/2022 |
| San Antonio College | San Antonio | TX | 08/2017 | 05/2021 |
| Unemployed | San Antonio | TX | 05/2021 | 09/2021 |
| Chili's Bar And Grill | San Antonio | TX | 05/2019 | 10/2020 |
| Tgif | San Antonio | TX | 09/2018 | 05/2019 |
| Churchill High School | San Antonio | TX | 08/2015 | 06/2018 |
| Unemployed | San Antonio | TX | 06/2018 | 09/2018 |
| Unemployed | San Antonio | TX | 10/2020 | 01/2021 |
| Raymond James Financial Services Inc. | San Antonio | TX | 04/2024 | Present |
| Security Service Investment Group | San Antonio | TX | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc | San Antonio | TX | 07/2025 | Present |
(1) Security Service Investment Group not investment related San Antonio, TX DBA/Support Company start date: 05/2024 0 hrs per month 0 during trading hours (2) Security Service Federal Credit Union Investment related San Antonio, TX Financial Institution/Bank Assistant start date: 04/2022 160 hrs per month 130 during trading hours Assist advisor with administrative workflow and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
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