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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-08 |
| CO | RA | APPROVED | 2009-01-02 |
Branch Locations
600 Kimbarl Street Suite 100, Longmont, CO 80501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Longmont | CO | 07/2003 | Present |
| Main Street Investments | Longmont | CO | 06/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Longmont | CO | 01/2009 | Present |
(1)Name of Business: Longmont Community Foundation Address: 636 Coffman Street, Suite 203, Longmont, CO, 80501, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/02/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Investment Committee has overall responsibility for the operation and administration of thePortfolio. The members of the Investment Committee are fiduciaries of the Portfolio with respect to allresponsibilities allocated to them. The members will discharge their duties solely on behalf of themission statement of The Longmont Community Foundation and the consent of the Board of Trustees. (2)Name of Business: Main Street Investments, Inc. Address: 600 Kimbark Street, Longmont, CO, 80501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (3)Name of Business: Sunshine Club Address: 13738 County Road 3, Longmont, CO, 80504, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Endowment committee chair for Sunshine Club - funds are held as agency fund through Longmont Community Foundation. Committee has no trading authority on the Endowment Funds
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-11 |
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