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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-26 |
| UT | RA | APPROVED | 2012-04-12 |
Branch Locations
10701 South River Front Parkway Suite 250, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | South Jordan | UT | 01/2011 | Present |
| Raymond James Financial Services Advisors Inc. | South Jordan | UT | 04/2012 | Present |
| Davis Group | Salt Lake City | UT | 01/2016 | Present |
(1)Name of Business: Allianz Address: 126 W Sego Lily Dr Ste 140, Sandy, UT, 84070, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/07/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the servicing agent on these fixed annuity contracts. I am not or have not been compensated whatsoever. I do provide insight on the inner workings of these products, and they are included in the client¿s overall portfolio analysis and asset allocation (2)Name of Business: Davis Group Address: 126 W Sego Lily Dr Ste 140, Sandy, UT, 84070, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assists with client accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-08 |
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