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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 | 2009-01-02 |
Branch Locations
19901 Southwest Freeway Suite 125, Sugar Land, TX 77479 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sugar Land | TX | 10/1992 | Present |
| Raymond James Financial Services Advisors, Inc | Sugar Land | TX | 01/2009 | Present |
| Ranchland Energy, Llc | Sugar Land | TX | 04/2015 | 01/2024 |
(1)Name of Business: J Bailey Holdings, LLC Address: 8727 Rippling Water Dr, Sugar Land, TX, 77479, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities...I just want to have a gold IRA, but to be able to store the gold MYSELF, Augusta Precious Metals requires that I establish an LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-21 |
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