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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2009-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Boulder | CO | 04/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Boulder | CO | 01/2009 | Present |
| Personal Wealth Partner Financial Services Inc. | Longmont | CO | 01/2015 | Present |
(1)Name of Business: Personal Wealth Partner Financial Services Inc Address: 1420 Renaissance Drive, Longmont, CO, 80503, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Company and Owner/DBA- LLC/S CorpPersonal Wealth Partner Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
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