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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-03 |
| UT | RA | APPROVED | 2013-12-11 |
Branch Locations
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, Inc. | Orem | UT | 12/2013 | Present |
| Myers Financial Services Llc | Orem | UT | 07/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Orem | UT | 12/2013 | Present |
| Myers Real Estate Holdings Llc | Orem | UT | 05/2014 | Present |
(1)Name of Business: Myers Financial Services LLC Address: 357 E 1200 S, Orem, UT, 84058, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: Yes Start Date: 07/29/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myers Financial Services / Owner (2)Name of Business: Myers Real Estate Holdings LLC Address: 357 E 1200 S, Orem, UT, 84058, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/29/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My family trust,with me and my wife as trustees,own the LLC that owns the office suite where Myers Financial Services LLC does business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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