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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-05 |
| CO | RA | APPROVED | 2023-09-01 |
Branch Locations
1755 Tellstar Drive, Suite 300, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 01/2011 | 09/2023 |
| Raymond James Financial Services, Inc. | Monument | CO | 09/2023 | Present |
| Tang Wealth Management | Monument | CO | 09/2023 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Monument | CO | 09/2023 | Present |
(1)Name of Business: Neukom Wealth Management- Raymond James Address: 1755 Telstar Dr Ste 300, Colorado Springs, CO, 80920-1019, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor offering retirement planning and investment services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-30 |
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