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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-08-26 |
| TX | RA | APPROVED | 2021-08-26 |
Branch Locations
2764 Compass Dr Suite 233, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2006 | 07/2021 |
| Raymond James Financial Services, Inc. | Grand Junction | CO | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Grand Junction | CO | 08/2021 | Present |
(1)Name of Business: D&M Hutty Enterprises, LLC Address: 1628 L Road, Fruita, CO, 81521, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/15/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Rental building (2)Name of Business: Hutton and Kline Wealth Managment Group, LLC Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co owner, financial Advisor (3)Name of Business: Hutton Wealth Management Address: 1628 L Rd, Fruita, CO, 81521, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/06/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Hutton Wealth Management (4)Name of Business: OakCrest Advisors, LLC Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/26/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-19 |
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