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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-15 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Provo | UT | 12/2016 | 04/2019 |
| Church Of Jesus Christ Of Lds | Perth | 07/2015 | 12/2016 | |
| Fidelity Brokerage Services, Llc | American Fork | UT | 04/2019 | 02/2021 |
| Raymond James Financial Services, Inc. | Sandy | UT | 03/2021 | Present |
| Utah Wealth Strategies | Sandy | UT | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Sandy | UT | 05/2022 | Present |
Utah Wealth Strategies Investment Related: No Address: Sandy, UT Nature: Support Company/DBA Start Date: 03/12/2021 Position/Title: Financial Professional Hours Per Month Devoted: 0 Hours Per Month Devoted During Securities Trading: 0 Duties: Administrative duties initially, helping advisor prepare for client meetings by doing research about the client investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-06 |
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