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CD

Carrie W. Della Flora

RFS PARTNERS
Denver, CO 80202
Some features on this profile are disabled
CRD#: 4225260
CD

Professional summary


Carrie Worcester Della Flora, who also goes by Carrie Worcester Dellaflora, Carrie Worcester Thorne, is a registered financial professional currently at RFS PARTNERS located in Denver, Colorado.

Carrie is registered as a RR (Registered Representative) and started their career in finance in 2000. Carrie has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carrie Worcester Dellaflora | Carrie Worcester Thorne

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Carrie Worcester Della Flora's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 29, 2018 - Present

RFS PARTNERS

Office #1: 1125 17th Street Suite 2550, Denver, CO 80202
BD
CRD#: 18119
Denver, CO
Past

November 16, 2017 - January 5, 2018

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

BD
CRD#: 114212
DENVER, CO
Past

January 2, 2002 - December 1, 2015

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

BD
CRD#: 114212
DENVER, CO
Past

September 25, 2000 - March 20, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(6/29/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 10/19/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RP
RFS PARTNERS
RFS PARTNERS

CRD#: 18119 / SEC#: , 8-36128

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1125 17th Street Suite 2550, Denver, CO 80202-1805
Mailing Address
1125 17th Street Suite 2550, Denver, CO 80202-1805
Phone number
(415) 378-5100
Established
California since 07/31/1985
Firm type
Partnership
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RICHARD F. SHELTON, INC.GENERAL PARTNERS
ROGERS, STEPHEN CRAIGCEO, PRESIDENT2329685
CLARK, DENNIS PATRICKMEMBER1410280
DELLA FLORA, CARRIE WORCESTERCHIEF COMPLIANCE OFFICER4225260
MARTIN, BARRINGER HAROLDMEMBER4038450

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RFS PARTNERS

CRD#: 18119Denver, CO 80202

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