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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-07-14 |
| TX | RA | APPROVED_RES | 2022-07-14 |
Branch Locations
3001 S. Lincoln Ave. Suite D, Steamboat Springs, CO 80487 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2013 | 07/2022 |
| Raymond James Financial Services, Inc. | Steamboat Springs | CO | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Steamboat Springs | CO | 07/2022 | Present |
| Steamboat Springs School District | Steamboat Springs | CO | 02/2016 | Present |
| N/A | Steamboat Springs | CO | 02/2015 | 08/2023 |
(1)Name of Business: LongView Financial Partners, LLC Address: 6000 Freedom Square Dr Ste 350, Independence, OH, 44131-2567, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/04/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Full service wealth advisory office. (2)Name of Business: Walsh University Board of Trustee Address: 2020 E Maple St, North Canton , OH, 44720, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Walsh University Board of Trustee. Chair of Investment Committee. I will participate in the governance, oversight and strategic planning matters for the University. Within the Investment committee, I will be responsible for the governance of the already established investment policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-04 |
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