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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 | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | The Woodlands | TX | 06/2024 | 07/2024 |
| Raymond James Financial Services, Inc. | The Woodlands | TX | 07/2024 | Present |
| Smartdraw Software | The Woodlands | TX | 05/2023 | 05/2024 |
| Renee Langdon State Farm | The Woodlands | TX | 05/2022 | 05/2023 |
| Sam Houston State University | Huntsville | TX | 08/2019 | 12/2024 |
| Best Buy | The Woodlands | TX | 10/2019 | 07/2020 |
| Woodforest National Bank | Tomball | TX | 06/2024 | Present |
| The Woodlands High School | The Woodlands | TX | 08/2015 | 05/2019 |
| Raymond James Financial Services Advisors, Inc | The Woodlands | TX | 10/2024 | Present |
(1)Name of Business: Woodforest Wealth Address: 25410 Kuykendahl Rd, Tomball, TX, 77375-3400, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/14/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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