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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
| CO | RA | APPROVED | 2025-07-08 |
Branch Locations
1041 Main Street, Windsor, CO 80550 • United States
206 E 4Th Street , Co, Usa, Suite 200, Loveland, CO 80537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fort Collins | CO | 05/2024 | 02/2025 |
| Nylife Securitities Llc | Fort Collins | CO | 05/2024 | 02/2025 |
| Cacciatore At Heller's Kitchen | Windsor | CO | 05/2023 | 02/2024 |
| The Melting Pot | Tallahassee | CO | 12/2021 | 04/2023 |
| Kasdorf Design Build | Tallahassee | CO | 01/2021 | 11/2021 |
| Amazon | Loveland | CO | 03/2020 | 12/2020 |
| Torchys Taco | Fort Collins | CO | 05/2019 | 02/2020 |
| Colorado State University | Fort Collins | CO | 06/2019 | 06/2019 |
| Colby Community College | Colby | KS | 08/2018 | 05/2019 |
| Colby Community College | Colby | KS | 08/2017 | 05/2019 |
| Jimmy Johns | Loveland | CO | 07/2015 | 07/2017 |
| Bank Of Colorado Investment Services | Windsor | CO | 02/2025 | Present |
| Raymond James Financial Services, Inc. | Windsor | CO | 02/2025 | Present |
| Bank Of Colorado | Windsor | CO | 02/2025 | Present |
| Mountain View High School | Loveland | CO | 08/2012 | 05/2017 |
| Colorado State Univerity | Fort Collins | CO | 08/2019 | 12/2019 |
| Raymond James Financial Services Advisors, Inc | Windsor | CO | 07/2025 | Present |
(1)Name of Business: Bank of Colorado Address: 1888 W Eisenhower Blvd, Loveland, CO, 80537-3107, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: To be FA with RJFS with the Bank of Colorado (2)Name of Business: Bank of Colorado Investment Services Address: 1888 W Eisenhower Blvd, Loveland, CO, 80537-3107, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: To be FA through RJFS at BOC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
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