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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
760 Horizon Drive Suite 402, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Mesa University | Grand Junction | CO | 08/2013 | 05/2017 |
| Colorado West Gymnastics | Grand Junction | CO | 01/2014 | 08/2020 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 07/2018 |
| Kaart | Grand Junction | CO | 03/2019 | 09/2019 |
| Western Rockies Fcu | Grand Junction | CO | 02/2020 | 06/2020 |
| Lpl Financial Llc | Delta | CO | 06/2020 | 12/2021 |
| Wells Fargo Clearing, Llc | Grand Junction | CO | 01/2022 | 08/2024 |
| Raymond James Financial Services Advisors, Inc. | Grand Junction | CO | 08/2024 | Present |
| Raymond James Financial Services, Inc. | Grand Junction | CO | 08/2024 | Present |
| Colorado West Gymnastics | Grand Junction State: Co | CO | 01/2018 | Present |
(1) Name of Business: Mt. Garfield Wealth Management Group Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Contribute to running a financial practice (2) Name of Business: ZB Wealth Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: I am the owner and sole employee. It is set up strictly for my income from Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
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