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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-03
  • CO RA
    APPROVED
    Since 2026-08-03

Branch Locations

501 S. Cherry Street Suite 1020 , Glendale, CO 80246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services,Inc Glendale CA 05/2017 09/2018
Raymond James Financial Services,Inc Glendale CO 09/2018 Present
Edward Jones Glendale CO 02/2007 05/2017
Boulder Creek Wealth Advisors Glendale CO 05/2017 Present
Colorado Pet Pantry Lakewood CO 01/2018 Present
Raymond James Financial Services Advisors, Inc. Glendale CO 08/2026 Present
  • 05/2017 → 09/2018
    Raymond James Financial Services,Inc
    Glendale, CA
  • 09/2018 → Present
    Raymond James Financial Services,Inc
    Glendale, CO
  • 02/2007 → 05/2017
    Edward Jones
    Glendale, CO
  • 05/2017 → Present
    Boulder Creek Wealth Advisors
    Glendale, CO
  • 01/2018 → Present
    Colorado Pet Pantry
    Lakewood, CO
  • 08/2026 → Present
    Glendale, CO
Other Businesses

(1)Name of Business: Boulder Creek Wealth Advisors Address: 501 S Cherry St Ste 1020, Glendale, CO, 80246-1321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/21/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support role to FA (2)Name of Business: Colorado Pet Pantry Address: 720 Depew St, Lakewood, CO, 80214, United States Activity Type: Non profit Position/Title: Other Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am part of the fundraising team for the organization. I volunteer with other individuals to plan and execute live and online fundraisers for the organization. I volunteer in person at events as a lead volunteer. I call, email and network in the community for donations, donors and sponsorships for events. I never solicit Raymond James or clients. (3)Name of Business: Schirber Capital LLC Address: 501 S. Cherry St. Suite 1020, Glendale, CO, 800246, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/02/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: All administrative duties. Customer Service. All duties for branch outside investment advice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
  • S66 Uniform Combined State Law Examination
    2026-07-31
Other Names
  • Amy Jean Phelps
  • Amy Jean Caldwell

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