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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-06 |
| CO | RA | APPROVED | 2017-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Colorado | Montrose | CO | 07/2017 | Present |
| Raymond James Financial Services, Inc. | Delta | CO | 03/2017 | 01/2019 |
| Raymond James Financial Services Advisors Inc. | Delta | CO | 06/2017 | 01/2019 |
| Raymond James Financial Services, Inc. | Montross | CO | 01/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Montross | CO | 01/2018 | Present |
| Bank Of Colorado | Delta | CO | 08/2015 | 07/2017 |
| Bank Of Colorado | Montrose | CO | 06/2017 | Present |
(1)Name of Business: Bank of Colorado Investment Services-Raymond James Address: 200 N Townsend Ave, Montrose, CO, 81403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/07/2017 Hours per month devoted to this business 41-80 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 | 2017-06-01 |
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