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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-16
  • VA RA
    APPROVED
    Since 2026-01-16

Branch Locations

1658 State Farm Blvd, Charlottesville, VA 22911 • United States

Palmyra, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc Raleigh NC 06/2024 11/2024
Unemployed Palmyra VA 01/2024 06/2024
Creative Financing Solutions Roanoke VA 11/2023 01/2024
Regions Mortgage Raleigh NC 02/2020 12/2023
Citizens Mortgage Glen Allen VA 02/2016 02/2020
Lpl Enterprise, Llc Raleigh NC 11/2024 01/2026
Raymond James Financial Services, Inc. Charlottesville VA 01/2026 Present
Raymond James Financial Services Advisors, Inc. Charlottesville VA 01/2026 Present
Atlantic Union Bank Charlottesville VA 01/2026 Present
  • 06/2024 → 11/2024
    Pruco Securities, Llc
    Raleigh, NC
  • 01/2024 → 06/2024
    Unemployed
    Palmyra, VA
  • 11/2023 → 01/2024
    Creative Financing Solutions
    Roanoke, VA
  • 02/2020 → 12/2023
    Regions Mortgage
    Raleigh, NC
  • 02/2016 → 02/2020
    Citizens Mortgage
    Glen Allen, VA
  • 11/2024 → 01/2026
    Raleigh, NC
  • 01/2026 → Present
    Raymond James Financial Services, Inc.
    Charlottesville, VA
  • 01/2026 → Present
    Charlottesville, VA
  • 01/2026 → Present
    Atlantic Union Bank
    Charlottesville, VA
Previous Registrations
Other Businesses

(1) Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 1658 State Farm Blvd, Charlottesville, VA, 22911, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Assistant

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2024-09-26
Other Names
  • Julianne Devarennes
  • Julianne Marie Parrish
  • Juli Parrish
  • Julie Parrish
  • Juli Devarennes

View on SEC IAPD

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