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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
PA RA APPROVED 2025-09-15
  • PA RA
    APPROVED
    Since 2025-09-15

Branch Locations

1001 Mcknight Park Dr, Pittsburgh, PA 15237 • United States

Pittsburgh, PA • 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
Touchstone Capital Inc Pittsburgh PA 07/2024 Present
Allegheny Country Club Sewickley PA 06/2022 Present
Leadership League Pittsburgh PA 02/2018 03/2020
Unemployed Pittsburgh PA 01/2014 02/2018
Christian Sports International Pittsburgh PA 06/2022 08/2023
Unemployed Pittsburgh PA 03/2020 06/2022
Raymond James Financial Services Advisors Inc. Pittsburgh PA 09/2025 Present
Grove City College Grove City PA 08/2021 05/2024
Touchstone Capital - Ria Pittsburgh PA 06/2023 Present
Iheart Media N/A PA 09/2024 Present
  • 07/2024 → Present
    Touchstone Capital Inc
    Pittsburgh, PA
  • 06/2022 → Present
    Allegheny Country Club
    Sewickley, PA
  • 02/2018 → 03/2020
    Leadership League
    Pittsburgh, PA
  • 01/2014 → 02/2018
    Unemployed
    Pittsburgh, PA
  • 06/2022 → 08/2023
    Christian Sports International
    Pittsburgh, PA
  • 03/2020 → 06/2022
    Unemployed
    Pittsburgh, PA
  • 09/2025 → Present
    Pittsburgh, PA
  • 08/2021 → 05/2024
    Grove City College
    Grove City, PA
  • 06/2023 → Present
    Touchstone Capital - Ria
    Pittsburgh, PA
  • 09/2024 → Present
    Iheart Media
    N/A, PA
Previous Registrations
  • 2024-09-28 → 2025-12-31
    Touchstone Capital, Inc.
    Pittsburgh, PA
Other Businesses

(1) Touchstone Capital Inc. Not investment related Pittsburgh, PA DBA/Support Company Advisor start date: 05/2023 0 hrs per month 0 during trading hours (2) Touchstone Capital - RIA Investment related Pittsburgh, PA Independent RIA Advisor start date: 06/2023 160 hrs per month 130 during trading hours (3) Allegheny Country Club not investment related Sewickley, PA country club Valet start date: 06/2022 8-10 hrs per month 0 during trading hours My duties are parking cars for members and guests. (4) iHeart Media not investment related Pittsburgh, PA mass media Independent contractor start date: 07/2025 8 hrs per month 0 during trading hours Responsible for attending events and keeping up client relations with their main sponsors. No compensation except free attendance to great events where i work closely with high networth individuals.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-28
  • S65 Uniform Investment Adviser Law Examination
    2024-09-28

View on SEC IAPD

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