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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2009-01-02 |
Branch Locations
10701 South River Front Parkway Suite 250, South Jordan, UT 84095 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | South Jordan | UT | 12/2006 | Present |
| Raymond James Financial Services Advisors, Inc | South Jordan | UT | 01/2009 | Present |
(1) Name of Business: 2795 Partners, LLC Address: 10701 S River Front Pkwy, Suite 250, South Jordan, UT, 84095, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Oversee management duties (2) Name of Business: Thompson Wealth Management Group LLC Address: 10701 S River Front Pkwy, STE 250, South Jordan, UT, 84095, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/08/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-09 |
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