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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2012-01-20 |
Branch Locations
4380 Ziegler Road, Fort Collins, CO 80525 • United States
2720 Council Tree Avenue Suite 188, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Addison Avenue Federal Credit Union | Fort Collins | CO | 06/2008 | Present |
| Raymond James Financial Serices, Inc. | Ft. Collins | CO | 01/2012 | Present |
| First Tech Federal Credit Union | Ft. Collins | CO | 06/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 01/2012 | Present |
(1) Name of Business: A-Way With Animals LLC Address: 8261 County Road 98, Nunn, CO, 80648, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/15/2007 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do in home pet care - feeding, watering, medicating, etc at the client's home. (2) Name of Business: Addison Avenue Investment Services Address: 2720 Council Tree Ave Ste 188, Fort Collins, CO, 80525, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide ops and sales support to a Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
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