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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-05 |
| UT | RA | APPROVED | 2019-02-08 |
Branch Locations
1173 South 250 West Suite 212, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | St. George | UT | 02/2019 | 05/2019 |
| Raymond James Financial Services, Inc. | St. George | UT | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | St. George | UT | 05/2019 | Present |
| Woodbury, Mitchell & Finch Llc | Saint George, | UT | 01/2012 | 05/2019 |
(1)Name of Business: Mad Moose Rentals LLC Address: 2570 Sycamore Circle, Washington, UT, 84780, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consult by phone on business operations and financial stmts every other week for an hour. Brother is the majority owner and runs the business (2)Name of Business: Premier Trust Accounting LLC Address: 1173 S 250 W Suite 201, Saint George, UT, 84770, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 05/21/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Accounting activities for Trust Tax Return Preparation (3)Name of Business: SJF LLC Address: 1167 S Indian Knolls Dr, Washington, UT, 84780, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/21/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management Company holding ownership (4)Name of Business: Winch Real Estate LLC Address: 1167 S Indian Knolls Dr, Washington, UT, 84780, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/21/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: Woodbury, Mitchell & Finch LLC Address: 1173 S. 250 W. Ste 201, Saint George, UT, 84770, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 01/01/2012 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Majority Owner; Keeping books, input on management of company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-17 |
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