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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| CO | RA | APPROVED | 2017-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wren'S Restaurant/Gallagher'S River City Grill | Sterling | CO | 01/2010 | 11/2016 |
| United Parcel Service (Ups) | Sterling | CO | 11/2015 | 05/2017 |
| Raymond James Financial Services, Inc. | Sterling | CO | 02/2016 | Present |
| Bank Of Colorado | Sterling | CO | 03/2016 | Present |
| Logan County | Sterling | CO | 07/2016 | 11/2016 |
| Raymond James Financial Services Advisors Inc. | Sterling | CO | 05/2017 | Present |
| Simchat Torah Beit Midrash | Centennial | CO | 03/2021 | Present |
| Logan County | Sterling | CO | 08/2018 | Present |
(1) Name of Business: Bank of Colorado Investment Services - Raymond James Address: 131 W Main St, Sterling, CO, 80751, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/31/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FID Advisor (2) Name of Business: Metro Inspections Address: 412 Ralph Edwards Avenue, Merino, CO, 80741, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 10/08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: On-site inspection for Metro Inspections - who helps verify new companies initiating credt card acceptance to validate the application process. Short interview with the owner/curator of business and picture taking to be submitted for review by the credit processor. Metro is company who provides inspections for pass-through companies like Sychrony Financial and comparable. (3) Name of Business: n/a Address: 412 Ralph Edwards Ave, Merino, CO, 80741, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/15/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: residential rental property jointly owned with my spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-22 |
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