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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| UT | RA | APPROVED | 2009-07-27 |
Branch Locations
231 S 1300 E, Salt Lake City, UT 84102 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Salt Lake City | UT | 07/2009 | Present |
| Fairway Investment Management, Inc. | Salt Lake City | UT | 10/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 07/2009 | Present |
| Highpoint Wealth Management | Salt Lake City | UT | 08/2010 | Present |
| Olympus Advisors | Salt Lake City | UT | 08/2019 | 09/2023 |
(1)Name of Business: Highpoint Wealth Management Address: 231 S 1300 E, Salt Lake City, UT, 84102, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 08/19/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole trustee/president/shareholder
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-09 |
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