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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED_RES | 2026-07-31 |
Branch Locations
8400 E Prentice Ave Suite 655, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Denver | CO | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 08/2014 | 07/2026 |
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Greenwood Village | CO | 07/2026 | Present |
(1) Name of Business: unknow at this time Address: 10784 Snowdon St, Parker, CO, 80134, United States Activity Type: Control Person Position/Title: Power of Attorney (Named Only), Guardian (Named Only) Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Long friend and a client, if something should happen to them my wife and I will become the guardian and financial power attorney for their daughter
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
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