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240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-28 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
633 W Lancashire Blvd, Bella Vista, AR 72715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bella Vista | AR | 03/2003 | 10/2024 |
| Raymond James Financial Services Advisors, Inc | Belle Vista | AR | 01/2009 | 10/2024 |
| Uniting Wealth Partners, Llc | Bella Vista | AR | 10/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-24 |
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