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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-09 |
Branch Locations
2950 E Harmony Road Suite 255, Fort Collins, CO 80528 • United States
Loveland, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Collins | CO | 10/2017 | 02/2021 |
| Wells Fargo | Fort Collins | CO | 11/2016 | 09/2017 |
| Collindale Golf Course | Fort Collins | CO | 05/2011 | 10/2016 |
| Poudre School District | Fort Collins | CO | 09/2011 | 09/2017 |
| Raymond James & Associates, Inc. | Fort Collins | CO | 02/2021 | Present |
(1)Name of Business: Address: 814 Essex Dr., Loveland, CO, 80538, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 04/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: selling hand-made crochet items at a craft show.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-29 |
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