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Danna Wolfson Schmidt

Raymond James & Associates, Inc.

Colorado Springs, CO

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-09-13
TX RA APPROVED 2024-09-13
  • CO RA
    APPROVED
    Since 2024-09-13
  • TX RA
    APPROVED
    Since 2024-09-13

Branch Locations

102 North Cascade Avenue Suite 600, Colorado Springs, CO 80903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Plano TX 09/2015 08/2017
Redstone Visual Impressions Fort Worth TX 09/2017 08/2018
Edward Jones St Louis MO 08/2018 01/2019
Wells Fargo Clearing Services Llc Southlake TX 02/2019 09/2024
Raymond James & Associates, Inc. Colorado Springs CO 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-06
  • S66 Uniform Combined State Law Examination
    2012-07-06
Other Names
  • Danna Reubin
  • Danna Reubin
  • Danna Wolfson
  • Danna Wolfson Schmidt
  • Danna Schmidt

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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