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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-11-19 |
Branch Locations
1025 East Swallow Drive, Fort Collins, CO 80525 • United States
7800 W Quincy Ave, Littleton, CO 80123 • United States
1 Garden Center, Broomfield, CO 80020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fort Collins | CO | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 11/2015 | Present |
| Security Service Federal Credit Union | Fort Collins | CO | 11/2015 | Present |
(1)Name of Business: Security Service Investment Group Address: 1025 E Swallow Rd, Fort Collins, CO, 80525, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/27/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: One of the Financial Advisors at Security Service Federal Credit Union, part of the Security Service Investment Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-18 |
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