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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-18 |
| CO | RA | APPROVED | 2018-04-11 |
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 |
|---|---|---|---|---|
| First National Bank | Greely | CO | 01/2018 | Present |
| Community Bank Of Colorado | Evans | CO | 01/2015 | 12/2016 |
| Santander Bank N.A. | Chelmsford | MA | 06/2017 | 01/2018 |
| Raymond James Financial Services, Inc. | Ft. Collins | CO | 02/2018 | Present |
| Unemployed | Waltham | MA | 12/2016 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 04/2018 | Present |
| Rental Real Estate | Ft Collins | CO | 10/2017 | Present |
| First Investments & Planning | Fort Collins | CO | 08/2019 | Present |
(1)Name of Business: Address: 3057 County Fair Lane Unit 5, Fort Collins, CO, 80528, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/21/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of rental property. We work with professional management to take care of day to day needs such as collecting rents and addressing lease renewals. (2)Name of Business: First Investments & Planning Address: 920 54th Ave, Greeley, CO, 80634, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (3)Name of Business: First National Bank Address: 920 54th Ave, Greeley, CO, 80634, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/22/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4)Name of Business: Rental Real Estate owned under individual name Address: 3057 County Fair Lane #5, Ft Collins co, CO, 80528, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/17/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rents. Pay utilities. Manage the property by creating leases and finding new tenants based on need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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