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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-04-06 |
Branch Locations
2040 Terry Street Suite 104, Longmont, CO 80501 • United States
1 disclosure category 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 Financial Services | Longmont | CO | 12/2003 | Present |
| Long Term Care Insurance | Longmont | CO | 11/2004 | Present |
| Raymond James Financial Services Advisors, Inc | Longmont | CO | 01/2009 | Present |
INSURANCE-NON VARIABLE - LONGMONT, CO. LONG TREM CAR INSURANCE SALES. STARTED 11/2004 TO PRESENT. .5 HOURS WEEKLY, 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-30 |
| S66 | Uniform Combined State Law Examination | 2000-08-18 |
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