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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
660 Southpointe Court Suite 316, Colorado Springs, CO 80906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Greenwood Village | CO | 05/2014 | 08/2024 |
| Shawn Copeland | Greenwood Vlg | CO | 12/2014 | 06/2018 |
| Tyler Holden | Greenwood Vlg | CO | 12/2014 | 12/2019 |
| Mcgough Org Inc | Greenwood Vlg | CO | 06/2018 | 07/2024 |
| Tyler Holden | Greenwood Vlg | CO | 12/2022 | 07/2024 |
| Uw Squared, Llc | Greenwood Village | CO | 07/2024 | 08/2024 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 08/2024 | Present |
| Sovereign Wealth Strategies Group | Colorado Springs | CO | 08/2024 | Present |
(1)Name of Business: Address: 660 Southpointe Ct Ste 316, Colorado Springs, CO, 80906-3874, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: obtains quotes and insurance illustrations to ultimately place life, disability, land long term care insurance for clients (2)Name of Business: Address: 1242 Yates St Unit 1, DENVER, CO, 80204, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner & PM (3)Name of Business: Sovereign Wealth Strategies Group Address: 660 Southpointe Ct Ste 316, Colorado Springs, CO, 80906-3874, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Management Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
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