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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-02-18 |
| CO | RA | APPROVED | 2009-01-02 |
Branch Locations
5299 Dtc Blvd. Suite 210, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Greenwood Village | CO | 08/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Greenwood Village | CO | 01/2009 | Present |
| Cherry Creek Wealth Advisors Llc | Greenwood Village | CO | 08/2006 | Present |
(1)Name of Business: Cherry Creek Wealth Advisors, LLC Address: 5299 DTC Blvd STE 210, Greenwood Village, CO, 80111, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/07/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planning (2)Name of Business: Nadler Jim Address: 5299 DTC Blvd STE 210, Denver, CO, 80111, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/13/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trustee for IRA when owner is deceased
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-04 |
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