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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 | 2026-03-02 |
Branch Locations
3907 N Loop 1604 E San Antonio, Tx, Usa, 78247, San Antonio, TX 78247 • United States
15000 West Interstate 10, San Antonio, TX 78249 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Antonio | TX | 06/2024 | Present |
| Goldman & Peterson Pllc | San Antonio | TX | 01/2020 | 06/2024 |
| St. Mary's University | San Antonio | TX | 08/2018 | 05/2022 |
| Lenny's Subs | San Antonio | TX | 11/2017 | 07/2018 |
| Chama Gaucha | San Antonio | TX | 05/2019 | 01/2020 |
| Tom C. Clark High School | San Antonio | TX | 08/2014 | 05/2018 |
| Security Service Investment Group | San Antonio | TX | 09/2025 | Present |
| Securitiy Service Fcu | San Antonio | TX | 06/2024 | Present |
| Raymond James Financial Services Advisors, Inc | San Antonio | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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