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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-19 |
| UT | RA | APPROVED | 2014-06-03 |
Branch Locations
2091 E 1300 S Suite 101, Salt Lake City, UT 84108 • 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. | Salt Lake City | UT | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Salt Lake City | UT | 06/2014 | Present |
| Allegis | Salt Lake City | UT | 06/2015 | Present |
| Solomon Financial Advisors, Inc. | Salt Lake City | UT | 09/2014 | Present |
| Liberty Bank | Middletown | CT | 06/2015 | Present |
(1)Name of Business: Allegis Address: 2091 E 1300 S Ste 101, Salt Lake City, UT, 84108, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/17/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent recommending life insurance, fixed and indexed life insurance, including potential 1035 exchanges. (2)Name of Business: Seven Twenty-Five, LLC Address: 1466 S Indian Hills Dr, Salt Lake City, UT, 84108, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Very passive maintenance of property. Primary responsibility resides with a property management company. (3)Name of Business: Solomon Financial Advisors, Inc Address: 2091 E 1300 S Ste 101, Salt Lake City, UT, 84108, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/30/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Would like to use SFA Investments, Inc interchangeably with the existing DBA, Solomon Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-29 |
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