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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-09-08 |
| TX | RA | APPROVED | 2020-09-08 |
Branch Locations
1333 W. 120Th Avenue Suite 118, Westminster, CO 80234 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2009 | 09/2020 |
| Raymond James Financial Services, Inc. | Westminster | CO | 09/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Westminster | CO | 09/2020 | Present |
| Mainstay Advisors | Westminster | CO | 09/2020 | Present |
| Hgr Reedy Llc | Westminster | CO | 09/2020 | Present |
(1)Name of Business: HGR Reedy LLC Address: 1333 W 120th Ave Ste 122, Westminster, CO, 80234-2710, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/04/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am the sole owner and operator of this business. I run this business exclusively as an independent owner contracted to RJFS (2)Name of Business: MainStay Advisors Address: 3537 W 102nd Place , Westminster, CO, 80031, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/30/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I am operating in my role as financial advisor in this capacity. (3)Name of Business: Pat Grady CPA Address: 1333 W 120th Ave Ste 122, Westminster, CO, 80234-2710, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be collecting rent from a tenant in our office space.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-21 |
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