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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
| CO | RA | APPROVED | 2025-11-03 |
Branch Locations
7471 S. Fillmore Circle, Centennial, CO 80122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Colorado Springs | CO | 11/2012 | 07/2022 |
| Commonwealth Financial Network | San Diego | CA | 07/2022 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Centennial | CO | 11/2025 | Present |
| Raymond James Financial Services, Inc. | Centennial | CO | 11/2025 | Present |
(1)Name of Business: Bevan Wealth Management Address: 7471 S. Fillmore Cir, Centennial, CO, 80122, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Business Owner - DBA for LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-09 |
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