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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-21 |
| CO | RA | APPROVED | 2016-11-02 |
Branch Locations
6870 W 52Nd Avenue Suite 202, Arvada, CO 80002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2008 | 10/2016 |
| Raymond James Financial Services, Inc. | Arvada | CO | 10/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Arvada | CO | 11/2016 | Present |
| Sheldon Financial | Arvada | CO | 01/2018 | 11/2018 |
(1) Name of Business: Parr Daniel Address: 6870 W 52nd Ave Ste 202, Arvada, CO, 80002-3953, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 12/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: paying bills, managing financials for brother (2) Name of Business: Sheldon Financial , LLC Address: 6870 West 52nd Avenue Suite 202, Arvada, CO, 80002, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/12/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
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