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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-11-02 |
Branch Locations
4848 Thompson Parkway Ste 100, Johnstown, CO 80534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Fort Collins | CO | 02/2014 | 11/2020 |
| Raymond James Financial Services Inc. | Johnstown | CO | 11/2020 | Present |
| Raymond James Financial Advisers | Johnstown | CO | 11/2020 | Present |
| Bank Of Colorado | Johnstown | CO | 11/2020 | Present |
(1) Name of Business: Bank of Colorado Investment Services Address: 4848 Thompson Pkwy Ste 100, Johnstown, CO, 80534, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Financial Advisor at the Bank of Colorado though Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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