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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-24 |
Branch Locations
Jacksonville, FL • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2013 | 03/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2017 | 03/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | Present |
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2022 | Present |
I*115740 For profit or not for profit: For-Profit Organization Name of outside business organization: Cool & Cozy AC Repair Investment related: N Address of business: Jacksonville, Florida 32216 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 11/12/2018 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Looking to set up an AC repair business with a partner, my primary role will be administration, marketing, scheduling, and invoices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
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