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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-09 |
Branch Locations
9360 Teddy Lane Suite 101, Lone Tree, CO 80124 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Lone Tree | CO | 10/1998 | 01/2017 |
| Commonwealth Financial Network | San Diego | CA | 01/2017 | 07/2022 |
| Kovack Advisors, Inc. | Lone Tree | CO | 07/2022 | 07/2026 |
| Kovack Securities, Inc. | Lone Tree | CO | 06/2023 | 07/2026 |
| Raymond James Financial Services, Inc. | Monument | CO | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Monument | CO | 07/2026 | Present |
1) Name of Business: dRb Holdings Ltd. Address: 9360 Teddy Lane Ste 101,102,103,104, Lone Tree, CO, 80124, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/18/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC member/co owner of property (2) Name of Business: Rafferty Financial Consulting & Implementation LLC Address: 236 N Washington St, Monument, CO, 80132, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 10/14/1987 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor\n\nFinancial Advisor (3) Name of Business: Tax Solutions U.S. EA LLC Address: 236 N Washington St, Monument, CO, 80132, United States Activity Type: Tax Preparation Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 10/14/1987 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax Preparer; EA#88310\n\ntax consultant
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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