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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-19 |
| WY | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cosner Financial Group, Llc | Ft. Collins | CO | 11/2004 | 04/2024 |
| Triad Advisors Inc | Ft. Collins | CO | 06/2011 | 12/2023 |
| Raymond James Financial Services, Inc. | Cheyenne | WY | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Cheyenne | WY | 04/2024 | Present |
(1)Name of Business: The Compass Wealth Group Address: 204 Maple St Ste 104, Fort Collins, CO, 80521, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Staff Financial Advisor and standard administrative duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-11 |
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