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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED_RES | 2026-03-31 |
Branch Locations
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 | St Louis | MO | 09/2012 | 05/2023 |
| Prospera Financial Services | Dallas | TX | 05/2023 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Lamar | CO | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Lamar | CO | 03/2026 | Present |
| Paraclete Financial Group Llc | Lamar | CO | 06/2023 | 03/2026 |
| Paraclete Wealth Consultants Llc | Lamar | CO | 06/2023 | 03/2026 |
(1)Name of Business: Paraclete Financial Group LLC Address: 109 Lee Ave Ste , Lamar, CO, 81052, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 07/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is a holding company LLC created to hold ownership of Paraclete Wealth Consultants LLC.\n (2)Name of Business: Paraclete Wealth Consultants LLC Address: 109 Lee Ave Ste 11, Lamar, CO, 81052, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 07/14/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the owner of the LLC (3)Name of Business: PSM Property 1 Address: 301 South 5th Street, Lamar, CO, 81052, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 12/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I help coordinate repairs with contractors, submit leases on behalf of the owners, and show spaces to interested parties from time to time. My official role would be considered a property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-07 |
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