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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| UT | RA | APPROVED | 2010-09-22 |
Branch Locations
1173 South 250 West Suite 212, St. George, UT 84770 • 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, Inc | St George | UT | 09/2010 | Present |
| Shakespeare Financial Llc | St. George | UT | 11/2011 | 08/2022 |
| Raymond James Financial Services Advisors | St. George | UT | 09/2010 | Present |
| Utah Affiliated Financial Group, Llc | St George | UT | 04/2014 | Present |
(1)Name of Business: Shakespeare Financial, LLC Address: 2503 S 2310 E Cir, St George, UT, 84790, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/15/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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