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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-23 |
| UT | RA | APPROVED | 2019-09-30 |
Branch Locations
6405 South 3000 East Suite 250, Holladay, UT 84121 • United States
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 |
|---|---|---|---|---|
| First Western Advisors | Salt Lake City | UT | 08/2005 | 09/2019 |
| Raymond James Financial Services, Inc. | Holladay | UT | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 09/2019 | Present |
| Lehi High School | Lehi | UT | 09/2019 | Present |
(1) Name of Business: C2C Ventures Address: 2078 n 1550 e, lehi, UT, 845043, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Pres/Owner (2) Name of Business: First Western Advisors Address: 3165 E. Millrock Drive Suite 340, Holladay, UT, 84121, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/27/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-15 |
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