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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2019-02-12 |
| CO | RA | APPROVED | 2018-03-02 |
Branch Locations
100 Saint Paul Street Suite 600, Denver, CO 80206 • United States
Cherry Hills Village, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Denver | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | 03/2018 |
| Raymond James & Associates, Inc | Denver | CO | 03/2018 | Present |
(1)Name of Business: Cherry Hills Village Police Foundation Address: 3236 Cherryridge Road, Cherry Hills Village, CO, 80113, United States Activity Type: Non profit Position/Title: Director, Chair of the Board, Officer - President Investment Related: Yes Start Date: 03/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Organize new 501c, solicit donations, work with the police dept on donations, manage board. (2)Name of Business: CSB Holdings Inc. Address: 600 Main Street , Ouray, CO, 81427, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member, Director Investment Related: No Start Date: 04/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Attend Board meetings and vote on policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-02 |
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