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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-12 |
| CO | RA | APPROVED | 2022-10-03 |
Branch Locations
3773 Cherry Creek North Driv,E #819, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 09/2013 | 04/2018 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 04/2018 | 10/2022 |
| Raymond James Financial Services, Inc. | Boulder | CO | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Boulder | CO | 10/2022 | Present |
| First National Bank Of Omaha (Fnbo) | Denver | CO | 10/2022 | Present |
(1)Name of Business: First Investments and Planning Address: 3773 Cherry Creek North Drive #819, Denver, CO, 80209, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company/DBA (non-owner) (2)Name of Business: JCF Properties, LLC Address: 615 Columbine St, Denver, CO, 80206, United States Activity Type: Rental Real Estate Position/Title: Agent, Owner/Proprietor Investment Related: Yes Start Date: 09/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of family held rental properties throughout the Denver metropolitan area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-18 |
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