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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Salt Lake City | UT | 06/2009 | 05/2018 |
| Wells Fargo Bank, Na | Hailey | ID | 05/2018 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Hailey | ID | 06/2018 | 08/2018 |
| Ubs Financial Services Inc. | Ketchum | ID | 08/2018 | 09/2021 |
| Raymond James & Associates, Inc | Sun Valley | ID | 09/2021 | Present |
| Myhouse Furnishings | Ketchum | ID | 09/2022 | 08/2023 |
(1) Name of Business: MTN Rack Inc. Address: 1810 Laurelwood Drive, Hailey, ID, 83333, United States Activity Type: Business Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 11/04/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: help with administrative duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-13 |
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