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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-11 |
| CO | RA | APPROVED | 2024-07-11 |
Branch Locations
2220 Briargate Parkway, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Upland | CA | 08/2005 | 05/2024 |
| Pickett Financial Partners | Ontario | CA | 01/2008 | 05/2024 |
| Auro Wealth Management | Ontario | CA | 03/2011 | 05/2024 |
| T Rowe Price | Colorado Springs | CO | 06/2024 | Present |
(1) Name of Business: Charmed Kate Address: 49050 Calle Flora, La Quinta, CA, 92253, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Arts and Supplies online etsy store. Creating and supplying for the online store. Selling handmade/homemade items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-16 |
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