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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Boulder | CO | 07/2012 | Present |
| Raymond James Financial Services,Inc | Boulder | CO | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Boulder | CO | 06/2015 | Present |
(1)Name of Business: First Investments & Planning Address: 3033 Iris Ave, Boulder, CO, 80304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/23/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-04 |
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