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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
760 Horizon Drive Suite 402, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Grand Junction | CO | 09/2014 | 08/2024 |
| Raymond James Financial Services, Inc. | Grand Junction | CO | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Grand Junction | CO | 08/2024 | Present |
(1)Name of Business: Meraki Capital of Colorado LLC Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Individual LLC for operating as an advisor. (2)Name of Business: Mt. Garfield Wealth Management Group LLC Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: As Managing Partner I run my portion of the book of business. I also help with decision making in regards to office and staff management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-27 |
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