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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| UT | RA | APPROVED | 2013-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Layton | UT | 07/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Layton | UT | 01/2013 | Present |
| Legacy Financial Strategies | Layton | UT | 05/2019 | 12/2021 |
| Northridge Investments Dba Legacy Financial Strategies | Layton | UT | 01/2022 | 12/2024 |
(1)Name of Business: Legacy Financial Strategies Address: 177 E Antelope Dr Ste A, Layton, UT, 84041-5315, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor.\nLegacy Financial Strategies is the DBA we use with our affiliation at Raymond James. (2)Name of Business: Northridge Investments Address: 177 E Antelope Dr Ste A, Layton, UT, 84041, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 11/22/2021 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 Advisor. (3)Name of Business: Pack Tax Layton LLC Address: 2568 Craig Ln, Syracuse, UT, 84075, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would have no responsibilities with this business. I would only invest $50k to own 24.5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-29 |
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