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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
Branch Locations
540 N. Cascade Avenue Suite 101, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Springs Country Club | Colorado Springs | CO | 05/2023 | 08/2023 |
| Unemployed | Colorado Springs | CO | 12/2014 | 05/2022 |
| Abc Nissan | Phoenix | AZ | 01/2022 | 05/2023 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 05/2024 | Present |
| Unemployed | Colorado Springs | CO | 08/2023 | 05/2024 |
| Grand Canyon University | Phoenix | AZ | 01/2022 | 04/2024 |
| Raymond James Financial Services Advisors, Inc | Colorado Springs | CO | 01/2026 | Present |
(1)Name of Business: Colorado Wealth Associates Address: 540 N Cascade Ave Ste 101, Colorado Springs, CO, 80903-3385, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Client Services and Office Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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