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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
201 E. Las Animas Street Suite 103, Colorado Springs, CO 80903 • United States
4600 South Syracuse Street, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | Colorado Springs | CO | 09/2016 | 02/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2016 | 02/2022 |
| Strategic Financial Partners | Greenwood Village | CO | 09/2016 | 02/2022 |
| Ameriprise Financial Services, Llc | Littleton | CO | 02/2022 | 05/2025 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 05/2025 | Present |
(1)Name of Business: OLS Property Group, LLC Address: 201 E Las Animas St Ste 103, Colorado Springs, CO, 80903-2164, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General operating and management duties. (2) Name of Business: Outdoor Lifestyle Strategies, LLC dba Springs Wealth Group Address: 201 E Las Animas St Ste 103 Activity Type: Support Company - Owner, Position/Title: Other Investment Related: No Start Date: 07/01/2020, HPM: 2-10, HPM trade hours: 2-10 Duties: General operating and management duties (3) Name of Business: Springs Wealth Group Address: 201 E Las Animas St Ste 103, Colorado Springs, CO, 80903-2164. Activity Type: Support Company - Owner. Position/Title: Other. Investment Related: No Start Date: 07/01/2020 HPM: 81 HPM 41 trade hours: Duties: General operations and management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-17 |
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