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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-08-16 |
| TX | RA | APPROVED | 2019-08-16 |
Branch Locations
1763 S 8Th Street Ste 1, Colorado Springs, CO 80905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Colorado Springs | CO | 07/2011 | 08/2019 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 08/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 08/2019 | Present |
| Beta Partners Brian Llc | Colorado Springs | CO | 06/2019 | Present |
(1)Name of Business: B&K Real Estate Address: 348 Blue Windsor Ln, Colorado Springs, CO, 80906, United States Activity Type: Rental Real Estate Position/Title: Officer - Treasurer, Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent, manage property (2)Name of Business: Beta Financial Partners Address: 630 Southpointe Ct Ste 103, Colorado Springs, CO, 80906, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/16/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3)Name of Business: Beta Partners Brian LLC Address: 630 Southpointe Ct Ste 103, Colorado Springs, CO, 80906-3800, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/16/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: CEO (4)Name of Business: Your TaxLady and Co Address: 401 Windchime Pl, Colorado Springs , CO, 80919, United States Activity Type: Tax Preparation Position/Title: Officer - CEO Investment Related: No Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Business owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-29 |
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