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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
22 S. Washington St, Cortez, CO 81321 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2021 | 04/2024 |
| Kinder Morgan | Cortez | CO | 10/2014 | 03/2021 |
| Raymond James Financial Services, Inc. | Cortez | CO | 04/2024 | 07/2026 |
| Raymond James Financial Services Advisors, Inc. | Cortez | CO | 04/2024 | 07/2026 |
| Newedge Advisors | New Orleans | LA | 07/2026 | Present |
| Newedge Securities Llc | Pittsburgh | PA | 07/2026 | Present |
(1) 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 03/11/2022 HPM: 0-1 HPM T H: 0-1 Duties Work with property management company and pay taxes. (2) JET Limited 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 03/03/2018 HPM: 0-1 HPM T H: 0-1 Duties Work with property manager to ensure taxes are paid and issues addressed. (3) JET Limited 2 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 09/21/2018 HPM: 0-1 HPM T H: 0-1 Duties Work with property management company and pay taxes. (4) JET Limited 3 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 09/21/2018 HPM: 0-1 HPM T H: 0-1 Duties Work with property management company and pay taxes. (5) JET Limited 4 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 04/04/2024 HPM: 0-1 HPM T H: 0-1 Duties Work with property management company and pay taxes. (6) JET Limited 5 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 07/01/2025 HPM: 0-1 HPM T H: 0-1 Duties Manage the rental property with my husband. (7) Oak Crest Advisors 22 S Washington St, Cortez, CO, 81321-3738, Support Company - I/R: Non Owner Position/Title: Independent Contractor I/R: No 04/04/2024 HPM: 81+ HPM T H: 0-1 Duties Agent/FA (8) Oakcrest Insurance 22 S Washington St, Cortez, CO, 81321-3738, I/R: Non-variable Insurance Position/Title: Agent I/R: Yes 11/14/2024 HPM: 2-10 HPM T H: 2-10 Duties Insurance agent. (9) Tipton Activity Type: Loans - Personal to and from individuals Position/Title: Borrower I/R: No 03/03/2018 HPM: HPM T H: Duties Loan from Scott & Jean Tipton to JET Limited (separately disclosed OBA). (10) Tipton Activity Type: Loans - Personal to and from individuals Position/Title: Borrower I/R: No 04/04/2024 HPM: HPM T H: Duties Loan from Scott and Jean Tipton to JET Limited 4. (11) Tipton Weber Wealth Management 22 S Washington St, Cortez, CO, 81321-3738, Support Company - Owner Position/Title: Other I/R: No 04/04/2024 HPM: 81+ HPM T H: 21-40 Duties Owner/FA (12) Zetroc Investments, LLC 13558 Road 26, Cortez, CO, 81321, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 02/09/2022 HPM: 0-1 HPM T H: 0-1 Duties Work with property management company and pay taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
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