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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| MT | RA | APPROVED | 2012-07-12 |
| CO | RA | APPROVED | 2009-01-02 |
Branch Locations
24 S. Weber Street Suite 325, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Colorado Springs | CO | 10/2004 | Present |
| Raymond James Financial Services Advisors, Inc | Colorado Springs | CO | 01/2009 | Present |
(1)Name of Business: SAZ Tax Services, LLC Address: 24 S. Weber St, Colorado Springs, CO, 80903, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/13/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of SAZ Tax Services LLC (2)Name of Business: Zamborelli Wealth Advisory Group Llc Address: 24 S Weber St, Ste. 325, Colorado Springs, CO, 80903, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/13/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent advisor with RJFS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-06 |
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