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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-04-28 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Collins | CO | 12/2013 | 08/2019 |
| First Tech Federal Credit Union | Fort Collins | CO | 12/2013 | 08/2019 |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 12/2013 | 08/2019 |
| U.S. Bancorp Investments, Inc. | Johnstown | CO | 09/2019 | 02/2022 |
| Raymond James & Associates, Inc. | Denver | CO | 02/2022 | 09/2022 |
| Raymond James Financial Services, Inc. | Denver | CO | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Denver | CO | 09/2022 | Present |
| First Tech Federal Credit Union | Denver | CO | 09/2022 | Present |
| Addison Avenue Investment Services | Denver | CO | 09/2022 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 6971 E Belleview Ave, Denver, CO, 80237-3295, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/19/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to members of First Tech Federal Credit Union
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-24 |
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