Colleen Sue Lundy

Current Employers

Employment History

• 02/2012 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 02/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Scottsdale, AZ
• 09/2022 → Present
  Lundy Investments Pllc
  Phoenix, AZ

Other Businesses

(1)Name of Business: Address: 4532 E Ramuda Drive, Phoenix, AZ, 85050, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Lessor (2)Name of Business: Address: 7450 E Pinnacle Peak Rd Ste 254, Scottsdale, AZ, 85255, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/10/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: write non-variable life insurance business. (3)Name of Business: Lundy Investments PLLC Address: 4532 E Ramuda Drive, Phoenix, AZ, 85050, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole Member

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-03-01

Other Names

• Colleen Mosley
• Colleen Lundy
• Colleen Sue Mcconnell