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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-10-13 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
2764 Compass Dr Suite 233, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 10/2022 |
| Raymond James Financial Services Inc | Grand Junction | CO | 10/2022 | Present |
| Raymond James Financial Services Advisors | Grand Junction | CO | 10/2022 | Present |
| Oak Crest Advisors | Grand Junction | CO | 10/2022 | Present |
| Hutton & Kline Wealth Mgt Grp | Grand Junction | MO | 10/2022 | 10/2022 |
| Kline Wealth Management | Fruita | CO | 10/2022 | Present |
(1)Name of Business: Hutton & Kline Wealth Management Group Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advsior (2)Name of Business: Kline Wealth Management Address: 285 Vista Valley Drive, Fruita, CO, 81521, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of company (3)Name of Business: Oak Crest Advisors Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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