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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 Drive Suite 402, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Grand Junction | CO | 01/2008 | 08/2024 |
| 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: Address: 1948 1/2 S Broadway, Grand Junction, CO, 81507, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a vineyard. We grow Merlot and Cabernet wine grapes. Only one acre. (2)Name of Business: Address: 1948 1/2 South Broadway, Grand Junction, CO, 81507, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a 2 bedroom townhouse we rent (3)Name of Business: Linda Mendenhall LLC Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I use the Linda Mendenhall LLC for business expenses and activities related to Mt. Garfield Wealth Management Group. (4)Name of Business: Mt Garfield Wealth Management Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager and Managing Partner of the Mt. Garfield Wealth Management Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
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