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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
24 S. Weber Street Suite 325, Colorado Springs, CO 80903 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-13 |
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