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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2023-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2012 | 04/2019 |
| Western Wealth Management | Westcliffe | CO | 07/2019 | 08/2019 |
| Unemployed | Westcliffe | CO | 08/2019 | 02/2020 |
| Raymond James Financial Services, Inc. | Westcliffe | CO | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Westcliffe | CO | 03/2021 | Present |
| Rdb2 Inc | Westcliffe | CO | 03/2020 | 03/2021 |
(1)Name of Business: Address: 595 Hermit Rd, Westcliffe, CO, 81252-8737, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/19/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide MEDICARE education and plan options to individuals that are eligible for MEDICARE as an independent agent. (2)Name of Business: Address: 705 Oak Grove Circle, Westcliffe, CO, 81252, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author (3)Name of Business: Midland National Address: 595 Hermit Rd, Westcliffe, CO, 81252, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/27/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent selling IUL's with the strategy of helping clients insure against unexpected, death, loss of ADL's, or need for a tax free need for liquid cash. (4)Name of Business: Peaks Integrity Wealth Management Address: 595 Hermit Rd, Westcliffe, CO, 81252, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/23/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Employee (5)Name of Business: RDB2 Inc Address: 705 Oak Grove Circle, Westcliffe, CO, 81252, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/08/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Produce video productions for life events. Funerals, weddings and also commercials for Westcliffe rodeo and other businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-27 |
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