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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-22 |
Branch Locations
102 North Cascade Suite 350, Colorado Springs, CO 80903 • 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 |
|---|---|---|---|---|
| Raymond James & Associates | Colorado Springs | CO | 08/2019 | 09/2025 |
| Raymond James & Associates | Colorado Springs | CO | 09/2025 | Present |
| Unemployed | Colorado Springs | CO | 07/2019 | 07/2019 |
| Woodforest National Bank | Sherman | TX | 10/2018 | 06/2019 |
| Bank Of America Corp. | Plano | TX | 08/2010 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
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