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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
2022 S 2100 E Ste 205, Salt Lake City, UT 84105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Salt Lake City | UT | 01/2015 | 08/2017 |
| Wfg Advisors, Lp | Salt Lake City | UT | 01/2015 | 08/2017 |
| Commonwealth Financial Network | San Diego | CA | 08/2017 | 10/2025 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 10/2025 | Present |
(1)Name of Business: Rivettas Wealth Strategies dba Snowpine Wealth Strategies Address: 2022 S 2100 E Ste 205, Salt Lake City, UT, 84108-3136, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/10/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Planning and investment management with clients (2)Name of Business: Snowpine Wealth Strategies Address: 2022 S 2100 E Ste 205, Salt Lake City, UT, 84108-3136, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Independent financial advisor offering investment advice and financial planning (3)Name of Business: West Seattle Vacations Address: 1416 E. Ramona Ave, Salt Lake City, UT, UT, 84105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I have a home that we short-term lease via AirBnB.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-17 |
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