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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| CO | RA | APPROVED | 2021-09-27 |
Branch Locations
529 Main Street Suite 101, Fort Morgan, CO 80701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Morgan | CO | 04/2021 | Present |
| Bank Of Colorado | Windsor | CO | 06/2021 | Present |
| City Of Fort Collins-Parks | Fort Collins | CO | 02/2021 | 04/2021 |
| Colorado State University | Fort Collins | CO | 08/2020 | 02/2021 |
| American Family Insurance | Fort Collins | CO | 08/2018 | 05/2020 |
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2018 |
| Holyoke High School | Holyoke | CO | 08/2012 | 05/2017 |
| Raymond James Financial Services Advisors, Inc. | Fort Morgan | CO | 09/2021 | Present |
(1)Name of Business: Bank of Colorado Investment Services Address: 529 Main St. STE 101, Fort Morgan, CO, 80701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered sales assistant for Pat Varney through Raymond James (2)Name of Business: Sunrise Optimist Club Address: 1112 Osprey Way, Wiggins, CO, 80654, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Currently, I am a member of the Sunrise Optimist Club. Today, I was asked if I would serve as a board member for the club. The responsibilities would include meeting once a month to go over the financials, projects that we do, and donations that we do.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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