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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-06-28 |
| IA | RA | APPROVED | 2022-01-26 |
Branch Locations
13137 University Ave, Clive, IA 50325 • United States
Silverthorne, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alvine Engineering | Des Moines | IA | 07/2009 | 12/2016 |
| Edward Jones | St.LOuis | MO | 01/2017 | 01/2022 |
| Raymond James & Associates, Inc. | Frisco | CO | 01/2022 | Present |
(1)Name of Business: Address: 535 S Park Ave Apt 310, Breckenridge, CO, 80424, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/06/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be running the investment property. Dealing with the Airbnb listings and fixing issues with the property (2)Name of Business: Address: 379 Hummingbird Circle, Silverthorne, CO, 80498, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/09/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I manage my basement Airbnb rental. (3)Name of Business: Vail Resorts Address: 620 Village Rd, Breckenridge, CO, 80424, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 11/03/2023 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 will be a greeter at the base of the mountain helping guests find where they need to go. Lift tickets, restrooms, ski school etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-11 |
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