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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-07-27 |
| TX | RA | APPROVED | 2022-07-21 |
Branch Locations
94 S. Mall Drive Suite 103, St. George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2011 | 07/2022 |
| Raymond James Financial Services, Inc. | St. George | UT | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | St. George | UT | 07/2022 | Present |
| North Rim Financial Group | St. George | UT | 07/2022 | Present |
(1)Name of Business: Flukes Financial Address: 94 S Mall Dr Ste 103, Saint George, UT, 84790-4900, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/21/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is my pass through business that I use for Raymond James. I use it for business expenses and income. (2)Name of Business: Hurricane High School Mountain Bike Address: 337 N 3340 W, Hurricane, UT, 84737, United States Activity Type: Non profit Position/Title: Other, Committee Member Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the head coach of the high school bike team (3)Name of Business: North Rim Financial Group Address: 94 S Mall Dr Ste 103, Saint George, UT, 84790-4900, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/21/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: North Rim is our pre approved DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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