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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
1910 North Academy Blvd. , Colorado Springs, CO 80909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Antonio | TX | 10/2021 | 07/2022 |
| Unemployed | San Antonio | TX | 08/2016 | 11/2020 |
| The Quarry Golf Course | San Antonio | TX | 01/2019 | 05/2020 |
| Light It Up Electric | Adkins | TX | 03/2016 | 09/2021 |
| Raymond James Financial Services, Inc | Aurora | CO | 07/2022 | Present |
| Security Service Federal Credit Union | Aurora | CO | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Aurora | CO | 08/2023 | Present |
(1)Name of Business: BDA Security Service Investment Group Address: 6359 S Southlands Pkwy, Aurora, CO, 80016-5319, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/30/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-03 |
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