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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
201 E Las Animas St Ste 103, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Pforessionals, Inc. | San Antonio | TX | 03/2011 | 09/2018 |
| Ameriprise Financial Services, Llc | Colorado Springs | CO | 06/2018 | 05/2025 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 05/2025 | Present |
| Springs Wealth Group | Colorado Springs | CO | 07/2020 | Present |
| Outdoor Lifestyle Strategies, Llc, Dba Springs Wealth Group | Colorado Springs | CO | 07/2020 | Present |
(1) Name of Business: Emndy Properties LLC Address: 315 Northfield Rd, Colorado Springs, CO, 80919, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/23/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General business operations. (2) Name of Business: Inman Investments, LLC Address: 315 Northfield Rd, Colorado Springs, CO, 80919, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/17/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Business Operations (3) Name of Business: Lakeview at Silver Creek HOA Address: 315 Northfield Rd, Colorado Springs, CO, 80919, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the managing board for the building of a condo my wife and I own in the mountains. I am a board member of the HOA. (4) Name of Business: OLS Property Group Address: 201 E Las Animas St Ste 103, Colorado Springs, CO, 80903-2164, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General operating and management duties (5) Name of Business: Poet Lofts Condo Owners Association Address: 201 E Las Animas St Ste 103, Colorado Springs, CO, 80903-2164, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the managing board for the building of the condo unit our office occupies. Vote on building issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-13 |
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