Nicholas Evan Mckelvey

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-11-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Highlands Ranch Community Assocation	Highlands Ranch	CO	08/2013	08/2017
Marriot Hotels	Lone Tree	CO	06/2016	01/2017
Baileys Moving Company	Centennial	CO	06/2017	07/2017
Marriot Hotels	Fort Collins	CO	01/2017	05/2017
Us Bank	Denver	CO	05/2018	08/2018
Fidelity Brokerage Services Llc	Greenwood Village	CO	06/2019	11/2020
Colorado State University	Fort Collins	CO	05/2015	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	12/2020	03/2023
Wells Fargo Clearing Services, Llc	Greenwood Village	CO	04/2023	11/2024
Raymond James & Associates, Inc	Denver	CO	11/2024	Present

08/2013 → 08/2017

Highlands Ranch Community Assocation

Highlands Ranch, CO
06/2016 → 01/2017

Marriot Hotels

Lone Tree, CO
06/2017 → 07/2017

Baileys Moving Company

Centennial, CO
01/2017 → 05/2017

Marriot Hotels

Fort Collins, CO
05/2018 → 08/2018

Us Bank

Denver, CO
06/2019 → 11/2020

Fidelity Brokerage Services Llc

Greenwood Village, CO
05/2015 → 05/2019

Colorado State University

Fort Collins, CO
12/2020 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
04/2023 → 11/2024

Wells Fargo Clearing Services, Llc

Greenwood Village, CO
11/2024 → Present

Raymond James & Associates, Inc

Denver, CO

2023-04-19 → 2024-11-22

Wells Fargo Clearing Services, Llc

Greenwood Village, CO
2021-01-06 → 2022-12-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Dallas, TX

Dallas, TX
2020-09-15 → 2020-11-25

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-04
S63	Uniform Securities Agent State Law Examination	2019-09-06

Other Firms