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240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
3300 S Market St Suite 400, Rogers, AR 72758 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Rogers | AR | 08/2006 | 08/2018 |
| Raymond James Financial Services, Inc. | Rogers | AR | 08/2018 | 10/2024 |
| Raymond James Financial Services Advisors, Inc | Rogers | AR | 08/2018 | 10/2024 |
| Uniting Wealth Partners, Llc | Rogers | AR | 10/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Pinnacle Wealth Mgt.; Investment-related; Same address; Support company; Owner; Start date: 08/2018; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-03 |
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