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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Evergreen | CO | 06/2013 | 09/2025 |
| Huiting Wealth Management Group | Evergreen | CO | 06/2013 | Present |
| Raymond James Financial Services, Inc. | Evergreen | CO | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Evergreen | CO | 09/2025 | Present |
(1)Name of Business: 1522BP, LLC Address: 1522 Bergen Pkwy, Evergreen, CO, 80439-7901, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/21/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: holds one building, our HWMG office, we are sole occupant and have no intention of leasing space to any third party. (2)Name of Business: DBA Huiting Wealth Management Group Address: 1522 Bergen Pkwy, Evergreen, CO, 80439-7901, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/21/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist in all aspects of the business excluding branch manager and compliance activities. (3)Name of Business: HWMG, Inc. Address: 1522 Bergen Pkwy, Evergreen, CO, 80439-7901, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/21/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist in managing all aspects of the business, registered representative and office manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-04 |
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