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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-08 |
| CO | RA | APPROVED | 2012-01-19 |
Branch Locations
2720 Council Tree Avenue Suite 188, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Collins | CO | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 01/2012 | Present |
| First Tech Federal | Fort Collins | CO | 06/2006 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 2720 Council Tree Ave Ste 188, Fort Collins, CO, 80525, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members (2)Name of Business: Kristina Marie LLC Address: 328 North Shore Circle, Windsor, CO, 80550, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/16/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage real estate investment properties (3)Name of Business: Meyers Properties, LLC Address: 328 N Shore Cir, Windsor, CO, 80550, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Investor (4)Name of Business: SpaceX Address: 328 N. Shore Cir, Windsor, CO, 80550, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 06/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
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