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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
Branch Locations
2925 Professional Place Suite 202, Colorado Springs, CO 80904 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2013 | 02/2025 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 02/2025 | Present |
(1)Name of Business: Address: 6320 Spurwood Dr, Colorado Springs, CO, 80918, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a rental property in Keystone, Colorado. She manages it but I am an owner. (2)Name of Business: Integro Wealth Advisors Address: 2925 Professional Pl Ste 202, Colorado Springs, CO, 80904-8125, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Doug Dirksen and I formed Integro Wealth Advisors. We run our business through our separate advisor numbers, but our business name is Integro Wealth Advisors. It does not earn income at this point, it is just a name that we work under. We do business as Integro, but our actual FA and branch processing is separate. (3)Name of Business: Summit Solutions Wealth Management Address: 2925 Professional Pl Ste 210, Colorado Springs, CO, 80904-8126, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/20/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created this company in conjunction with my practice at Raymond James. I don't provide this name to the public, it is only for my business bookkeeping practices and I participate in no other business operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-18 |
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