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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
760 Horizon Dr Suite 402, Grand Junction, CO 81506 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Grand Junction | CO | 02/2023 | 08/2024 |
| Edward Jones Investments | Grand Junction | CO | 08/2019 | 02/2023 |
| Icon Eye Care | Grand Junction | CO | 05/2019 | 08/2019 |
| Wells Fargo Bank | Grand Junction | CO | 01/2016 | 05/2019 |
| Gvvec | Grand Junction | CO | 02/2018 | 02/2019 |
| Raymond James Financial Services, Inc. | Grand Junction | CO | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Grand Junction | CO | 08/2024 | Present |
(1) Name of Business: Mt. Garfield Wealth Management Group Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Associate & Office Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-22 |
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