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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-13 |
Branch Locations
618 Macon Ave., Cañon City, CO 81212 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Creek Group | Denver | CO | 07/2012 | 08/2018 |
| Raymond James Financail Services, Inc | Canon City | CO | 09/2018 | 11/2023 |
| Raymond James Financial Services Advisors Inc. | Canon City | CO | 09/2018 | 11/2023 |
| Concurrent Investment Advisors Llc | Cañon City | CO | 11/2023 | Present |
| Maverick Wealth Advisors | Canon City | CO | 11/2023 | Present |
| Canon City Financial Services | Cañon City | CO | 09/2018 | 11/2023 |
(1) Name of Business: Canon City Area Recreation and Park District Address: 575 Ash St. Canon City, CO 81212 Nature of Business: Recreation & Park District Position: Treasurer Investment Related: No Start date: 05/09/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 (2) Andrew Michael Palmasano is an associate at Maverick Wealth Advisors. (3) Fixed Insurance. Investment Related. 618 Macon Ave, Canon City, CO 81212. Independent Insurance Agency. Agent. Fixed/traditional insurance. 11/15/2023. Approximately 1 hour/month all during trading hours. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-20 |
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