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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED | 2023-07-13 |
Branch Locations
125 Mercado Street Suite 117, Durango, CO 81301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Durango | CO | 09/2012 | 07/2023 |
| Raymond James Financial Services, Inc. | Durango | CO | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Durango | CO | 07/2023 | Present |
| Durango 9-R School District | Durango | CO | 01/2021 | Present |
| Not Provided | Durango | CA | 07/2023 | Present |
(1)Name of Business: Oak Crest Insurance Address: 125 Mercado St Ste 117, Durango, CO, 81301-7320, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent (2)Name of Business: OakCrest Advisors Address: 125 Mercado St Ste 117, Durango, CO, 81301-7320, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: advisor (3)Name of Business: Silva Wealth Management LLC. Address: 125 Mercado St Ste 117, Durango, CO, 81301-7320, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/13/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner/Agent/Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-02 |
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