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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-08-16 |
| TX | RA | APPROVED | 2019-08-16 |
Branch Locations
1763 S 8Th Street Ste 1, Colorado Springs, CO 80905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Colorado Springs | CO | 09/2001 | 08/2019 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 08/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 08/2019 | Present |
(1)Name of Business: Beta Financial Partners Address: Colorado Springs, CO, 80905, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor affiliated through RJFS. (2)Name of Business: Security Fire Protection District Address: Colorado Springs, CO, 80925, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 08/16/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help in making decisions in the best interest of the fire protection district.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
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