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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-14 |
| UT | RA | APPROVED | 2009-05-19 |
Branch Locations
13907 S Minuteman Dr Suite 200, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Draper | UT | 03/1998 | Present |
| Raymond James Financial Services Advisors, Inc | Draper | UT | 01/2009 | Present |
| Jias Investments, Llc | Draper | UT | 01/2009 | Present |
(1)Name of Business: Bison Investment Properties, LLC Address: 419 E. Clay Lane, Lehi, UT, 84043, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/09/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I seek and buy houses for rent. I finance the purchase of the houses and my son is the property manager once we obtain tenants for the rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-29 |
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