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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-05-02 |
Branch Locations
3711 Jfk Parkway Suite 340, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifam Capital | Village Green | CO | 01/2014 | 01/2022 |
| Raymond James Financial Services, Inc. | Fort Collins | CO | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Fort Collins | CO | 01/2022 | Present |
(1)Name of Business: Impact Financial Strategies Address: 3711 John F Kennedy Pkwy Ste 340, Fort Collins, CO, 80525-2658, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Director of Operations - processing of new accounts, cash management, trading, account maintenance, HR, compliance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-19 |
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
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