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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2018-06-07
TX RA APPROVED_RES 2012-07-18
AL RA APPROVED 2012-07-13
CO RA APPROVED 2012-05-22
  • AZ RA
    APPROVED
    Since 2018-06-07
  • TX RA
    APPROVED_RES
    Since 2012-07-18
  • AL RA
    APPROVED
    Since 2012-07-13
  • CO RA
    APPROVED
    Since 2012-05-22

Branch Locations

24 S. Weber Street Suite 325, Colorado Springs, CO 80903 • United States

Mesa, AZ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Colorado Springs CO 05/2012 Present
Raymond James Financial Services Advisors Inc. Colorado Springs CO 05/2012 Present
Zamborelli Wealth Advisory Group Colorado Springs CO 04/2021 Present
  • 05/2012 → Present
    Raymond James Financial Services, Inc.
    Colorado Springs, CO
  • 05/2012 → Present
    Colorado Springs, CO
  • 04/2021 → Present
    Zamborelli Wealth Advisory Group
    Colorado Springs, CO
Previous Registrations
  • 2004-03-29 → 2012-06-14
    Asset & Financial Planning, Ltd
    Colorado Springs, CO
    Colorado Springs, CO
Other Businesses

(1)Name of Business: Boyd Address: 24 S Weber St., #325, Colorado Springs, CO, 80903, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/27/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for ILIT. Minimal annual activity for the trust and it will be dissolved upon the death and life insurance settlement of the principal. (2)Name of Business: D. Scott McClane, LLC Address: 25 S Weber St., #325, Colorado Springs, CO, 80903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/10/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I utilize an LLC to receive RJ income and to pay operating expenses. This is simply a shell organization and is not disclosed to the public in any way.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-16
S63 Uniform Securities Agent State Law Examination 1990-07-13
  • S66 Uniform Combined State Law Examination
    2003-07-16
  • S63 Uniform Securities Agent State Law Examination
    1990-07-13
Other Names
  • D Scott Mcclane
  • Scott Mcclane

View on SEC IAPD

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