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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-27 |
Branch Locations
102 S. Tejon St. Suite 500, Colorado Springs, CO 80903 • United States
Elbert, CO • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lone Tree | CO | 06/2016 | 01/2019 |
| Raymond James Financial Services Advisors Inc. | Lone Tree | CO | 05/2018 | 01/2019 |
| Raymond James Financial Services, Inc. | Lone Tree | CO | 07/2022 | 05/2023 |
| Frhd | Denver | CO | 08/2020 | 07/2022 |
| Osaic Wealth, Inc. | Golden | CO | 01/2024 | 11/2024 |
| Schwab Ria /Lpl Financial Llc | Golden | CO | 11/2024 | 03/2025 |
| Osaic Wealth, Inc | Denver | CO | 04/2025 | 06/2025 |
| Frhd | Denver | CO | 06/2025 | 12/2025 |
| Raymond James & Associates, Inc. | Denver | CO | 01/2015 | 05/2016 |
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 10/2019 | 08/2020 |
| Raymond James Financial Services Advisors, Inc. | Greenwood Village | CO | 10/2019 | 08/2020 |
| Frhd | Denver | CO | 02/2019 | 09/2019 |
| Raymond James Financial Services Advisors, Inc | Lone Tree | CO | 07/2022 | 05/2023 |
| Woodbury Financial Services Inc | Golden | CO | 07/2023 | 01/2024 |
| Hightower Advisors, Llc | Chicago | IL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-03 |
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