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4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-10 |
| NJ | RA | APPROVED | 2025-01-10 |
Branch Locations
4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States
Vernon, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Boulder | CO | 12/2011 | 01/2021 |
| The Millstone Evans Group, Llc | Boulder | CO | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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