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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-06-23 |
Branch Locations
210 E. Simpson, Lafayette, CO 80026 • United States
204 Maple Street #104, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Louisville | CO | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Louisville | CO | 06/2015 | Present |
| Porterfield Financial Llc | Lafayette | CO | 03/2017 | Present |
(1) Name of Business: Porterfield Financial LLC Address: 210 E. Simpson, Lafayette, CO, 80026, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/17/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:LLC for my business checking account, to pay business expenses (2) Name of Business: Simpson 210 LLC Address: St, Lafayette, CO, 80026, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/03/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner & Partner in the LLC with my Spouse April Porterfield, We purchased this commercial building for our RJ Branch location, 210 E Simpson St Lafayette , CO 80026\nI have a checking acct at a local Credit union for paying of expenses and the mortgage\nI am renting one office to a local Commercial Real estate builder/developer, TRC Construction at 875.00 per month and they are NON RJ clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-05 |
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