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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2021-07-26 |
| OH | RA | APPROVED | 2020-06-04 |
| UT | RA | APPROVED | 2019-10-17 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1082 West Wasatch Springs Rd T2, Kama, UT 84036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Salt Lake City | UT | 11/2015 | 10/2019 |
| Park City Ice Arena | Park City | UT | 02/2016 | 12/2019 |
| Finra | Salt Lake City | UT | 05/2016 | 08/2019 |
| Raymond James & Associates, Inc. | Salt Lake City | UT | 11/2015 | 10/2019 |
| Oneseven | Beachwood | OH | 10/2019 | Present |
| International Assets Advisory, Llc | Park City | UT | 10/2019 | 08/2020 |
| Park City Family Office | Park City | UT | 10/2019 | 12/2022 |
1) Morgan Lemaitre, Personal Rental Properties 6020 Park Lane #70,Park City, UT 84098 4hr/Mo 2) Morgan Lemaitre Insurance Specialist Introductions - Park City, UT - Matching Businesses/Insurance Companies - Approx 5 Hrs/Mo - Commissions 3)4554 Forestdalef39 LLC, 4554 N Forestdale Dr, Park City, UT 84098, Owner/Real Estate Holding/Rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-08 |
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