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4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2022-01-11 |
Branch Locations
4940 Pearl East Circle Suite 302, Boulder, CO 80301 • 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 & Associates, Inc. | Boulder | CO | 05/1994 | 01/2021 |
| The Millstone Evans Group, Llc | Boulder | CO | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-05 |
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