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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
1240 E 2100 S Ste 400, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 08/2012 | 06/2023 |
| Raymond James Financial Services Inc. | Salt Lake City | UT | 04/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Salt Lake City | UT | 04/2026 | Present |
| Alas Advisors Llc | Salt Lake City | UT | 12/2018 | Present |
(1)Name of Business: ALAS Advisors LLC Address: 1240 E 2100 S Ste 400, Salt Lake City, FL, 84106, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: What is your role in relation to this activity? Owner\n\nALAS Advisors is personal LLC for my business.\n (2)Name of Business: Albion Middle School Address: 2755 E Newcastle Dr, Sandy, UT, 84093, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 09/03/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Helping Principal with school issues & land trust fund budgets; setting educational goals to meet each year\n (3)Name of Business: ARC Wealth Management, LLC Address: 1240 E 2100 S Ste 400, Salt Lake City, UT, 84106, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of LLC\n (4)Name of Business: CIBaz Properties LLC Address: 9161 S Baronay Cir, Sandy, UT, 84093, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own condo rental in LLC name\n (5)Name of Business: Girl Scouts of Utah Address: 9161 S Baronay Cir, Sandy, UT, 84093, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 04/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investment & Finance Committee\nBoard of Directors- will end April 2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-01 |
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