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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-06 |
Branch Locations
1701 Golf Rd Bldg 3 Ste 300, Rolling Meadows, IL 60008 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
102 S Tejon Ste 1100, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance & Financial Services | Rolling Meadows | IL | 02/2005 | 12/2022 |
| Raymond James Financial Services Advisors, Inc | Colorado Springs | CO | 12/2022 | 09/2025 |
| True Harvest Wealth Management | Colorado Springs | CO | 12/2022 | 09/2025 |
| Savvy | Colorado Springs | CO | 09/2025 | Present |
(1) Name of Business: Bum City, LLC Address: 2435 Amberwood, Colorado Springs, CO, 80920, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/12/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bum City Coffee Roasters. We import coffee from connections we made in Haiti and roast it. I consider it a hobby with a cause. We don't sell it regularly yet. For years I've just roasted as gifts for friends, family and clients. (2) Name of Business: First Harvest Insurance Address: 2435 Amberwood Lane, Colorado Springs, CO, 80920, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 12/16/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Founder/enterprise level. I don't run day-to-day operations. I run marketing for the company and some recruiting. (3) Name of Business: True Harvest Wealth Management Address: 102 S Tejon St Ste 1100, Colorado Springs, CO, 80903-2253, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Firm affiliates with RJ for Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-09 |
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