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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-07-14
TX RA APPROVED_RES 2022-07-14
  • CO RA
    APPROVED
    Since 2022-07-14
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2013 → 07/2022
    St Louis, MO
  • 07/2022 → Present
    Raymond James Financial Services, Inc.
    Steamboat Springs, CO
  • 07/2022 → Present
    Steamboat Springs, CO
  • 02/2016 → Present
    Steamboat Springs School District
    Steamboat Springs, CO
  • 02/2015 → 08/2023
    N/A
    Steamboat Springs, CO
Previous Registrations
  • 2014-03-03 → 2022-07-15
    Steamboat Springs, CO
    Steamboat Springs, CO
    St Louis, MO
    Steamboat Springs, CO
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-04
  • S66 Uniform Combined State Law Examination
    2014-01-04
Other Names
  • Gene Bridgewater

View on SEC IAPD

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