Chloe Bartels

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-02-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	07/2023	07/2024
Chapel & Collins Raymond James	Fort Collins	CO	02/2023	05/2023
Ancora Wealth Managment	Cleveland	OH	06/2022	08/2022
Colorado State University	Fort Collins	CO	08/2020	05/2023
University Of Portland	Portland	OR	08/2018	08/2020
Thomas Jefferson Denver Public High School	Denver	CO	08/2014	08/2018
Raymond James Financial Services, Inc.	Fort Collins	CO	11/2025	Present
Trailwise Financial Partners	Golden	CO	12/2024	09/2025
Unemployed	Denver	CO	08/2024	11/2024
First Tech Federal Credit Union	Fort Collins	CO	11/2025	Present
Addison Avenue Investment Services	Fort Collins	CO	11/2025	Present
Raymond James Financial Services Advisors, Inc	Fort Collins	CO	02/2026	Present
Unemployed	Denver	CO	05/2023	07/2023

07/2023 → 07/2024

Charles Schwab & Co., Inc.

Lone Tree, CO
02/2023 → 05/2023

Chapel & Collins Raymond James

Fort Collins, CO
06/2022 → 08/2022

Ancora Wealth Managment

Cleveland, OH
08/2020 → 05/2023

Colorado State University

Fort Collins, CO
08/2018 → 08/2020

University Of Portland

Portland, OR
08/2014 → 08/2018

Thomas Jefferson Denver Public High School

Denver, CO
11/2025 → Present

Raymond James Financial Services, Inc.

Fort Collins, CO
12/2024 → 09/2025

Trailwise Financial Partners

Golden, CO
08/2024 → 11/2024

Unemployed

Denver, CO
11/2025 → Present

First Tech Federal Credit Union

Fort Collins, CO
11/2025 → Present

Addison Avenue Investment Services

Fort Collins, CO
02/2026 → Present

Raymond James Financial Services Advisors, Inc

Fort Collins, CO
05/2023 → 07/2023

Unemployed

Denver, CO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-19
S63	Uniform Securities Agent State Law Examination	2023-12-05

Other Firms