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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-24 |
Branch Locations
1763 S 8Th St Ste 1, Colorado Springs, CO 80905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devry University | Oakbrook Terrace | IL | 01/2001 | 01/2020 |
| Liberty Tax | Colorado Springs | CO | 01/2009 | 05/2018 |
| Your Taxlady | Colorado Springs | CO | 03/2018 | 11/2020 |
| Aaa Tax Preparation | Colorado Springs | CO | 01/2010 | Present |
| Kozleski Cpa'S P.C. | Woodland Park | CO | 11/2020 | 01/2022 |
| Gearhart Geld, Llc | Woodland Park | CO | 03/2021 | 01/2023 |
| Atlas Cpas And Advisors Pllc | Colorado Springs | CO | 02/2022 | 08/2024 |
| Atlas Lifestyle Planning Group Llc | Colorado Springs | CO | 02/2023 | 08/2024 |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 08/2026 | Present |
| Beta Financial Partners | Colorado Springs | CO | 08/2026 | Present |
AAA Tax Preparation; Not investment related; 137 N 14th St Colorado Springs, CO 80904; Tax preparer; Owner; Start date 01/2010; 11-20 hours per month; complete and file tax returns for family & friends as well as resolve any tax issues clients may have with the IRS and any state.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-27 |
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