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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| CO | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Englewood | CO | 08/2018 | 08/2018 |
| The Point Apartment Complex | Laramie | WY | 06/2017 | 08/2017 |
| Cuso Financial Services, L.P. | San Diego | CA | 01/2020 | 02/2021 |
| Blue Federal Credit Union | Cheyenne | WY | 01/2020 | 02/2021 |
| Raymond James Financial Services, Inc. | Fort Collins | CO | 03/2021 | 10/2024 |
| Chapel & Collins | Fort Collins | CO | 03/2021 | 11/2024 |
| Martin Wealth Management, Llc | Fort Collins | CO | 07/2019 | 01/2020 |
| Raymond James Financial Services Advisors, Inc. | Fort Collins | CO | 03/2021 | 10/2024 |
| Mercer Global Advisors Inc. | Fort Collins | CO | 11/2024 | 01/2025 |
| Raymond James Financial Services, Inc. | Windsor | CO | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Windsor | CO | 01/2025 | Present |
| Axa Advisors, Llc | Englewood | CO | 12/2018 | 06/2019 |
| Unemployed | Englewood | CO | 09/2018 | 12/2018 |
| Bank Of Colorado Investment Services | Windsor | CO | 01/2025 | Present |
| Bank Of Colorado | Windsor | CO | 01/2025 | Present |
| University Of Wyoming | Laramie | WY | 05/2014 | 08/2021 |
| Bank Of Colorado Investment Services | Fort Collins | CO | 02/2025 | Present |
| Bank Of Colorado | Fort Collins | CO | 02/2025 | Present |
(1)Name of Business: Bank of Colorado Address: 1102 E Lincoln Ave, Fort Collins, CO, 80524, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor at Bank of Colorado through RJFS (2)Name of Business: Bank of Colorado Investment Services Address: 1102 E Lincoln Ave, Fort Collins, CO, 80524, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor at Bank of Colorado through RJFS (3)Name of Business: The Center for Family Outreach Address: 9090 Smoke Signal Way, Wellington, CO, 80549, United States Activity Type: Non profit Position/Title: Advisory Board, Subcommittee Member Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve on the advisory board for The Center for Family Outreach a non-profit helping at-risk youth stay safe and out of the legal system. They also provide education for parents of at-risk youth. I also serve on the finance committee and do not have control of any funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-25 |
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