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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-01 |
| CO | RA | APPROVED | 2019-08-29 |
Branch Locations
2950 E Harmony Road Suite 255, Fort Collins, CO 80528 • United States
Fort Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Fort Collins | CO | 04/2019 | Present |
| Southwestern/Great American | Nashville | TN | 07/2012 | 04/2019 |
(1)Name of Business: Be Kind FoCO Address: 3021 Old Dominion Ct, Fort Collins, CO, 80528, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 03/22/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help Manage Finances through QuickBooks-Board will have unfiltered access at all time. Administration of Fiscal Matters. One of several check writing members- Two signature requirement/policy in undated bylaws. Maintains documents, organizing events, fundraising, community service. (2)Name of Business: Table Top Ring Game Address: 4233 Rolling Gate Road, Fort Collins, CO, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a weekend hobby, I work with wood and make wood games that I informally sell locally and online on Etsy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
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