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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Books And Wellness | Grand Junction | CO | 08/2016 | 03/2018 |
| Raymond James Financial Services, Inc | Grand Junction | CO | 06/2018 | Present |
| Raymond James Financial Services Advisors, Inc | Grand Junction | CO | 07/2021 | Present |
| Bank Of Colorado | Grand Junction | CO | 03/2021 | Present |
1) Name of Business: DBA Bank of Colorado Investment Services-Raymond James Address: 200 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2021 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 to FA Kent Shettler/ 4034, w/ RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-15 |
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