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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-04-16 |
Branch Locations
5305 Spine Road Suite C, Boulder, CO 80301 • United States
Superior, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Boulder | CO | 06/2010 | 04/2019 |
| Raymond James Financial Services, Inc. | Boulder | CO | 04/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Boulder | CO | 04/2019 | Present |
| Mainstay Advisors | Boulder | CO | 09/2022 | Present |
(1) Name of Business: CMOS LLC Address: 5305 Spine Road, Suite C, Boulder, CO, 80301, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/07/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner, entity is for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-25 |
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