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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-03
UT RA APPROVED 2013-12-11
  • TX RA
    APPROVED_RES
    Since 2018-08-03
  • UT RA
    APPROVED
    Since 2013-12-11

Branch Locations

357 East 1200 South, Orem, UT 84058 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2013 → Present
    Raymond James Financial Services, Inc.
    Orem, UT
  • 07/2014 → Present
    Myers Financial Services Llc
    Orem, UT
  • 12/2013 → Present
    Orem, UT
  • 05/2014 → Present
    Myers Real Estate Holdings Llc
    Orem, UT
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-22
S63 Uniform Securities Agent State Law Examination 2000-09-11
  • S65 Uniform Investment Adviser Law Examination
    2000-09-22
  • S63 Uniform Securities Agent State Law Examination
    2000-09-11
Designations

View on SEC IAPD

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