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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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