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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-09 |
| UT | RA | APPROVED | 2023-09-13 |
Branch Locations
177 E Antelope Dr. Suite A, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Ogden | UT | 08/2005 | 12/2021 |
| Key Investment Services Llc | Ogden | UT | 05/2018 | 12/2021 |
| Silicon Valley Bank | Cottonwood Heights | UT | 01/2022 | 08/2023 |
| Svb Wealth Advisory | Cottonwood Heights | UT | 01/2022 | 06/2022 |
| Svb Wealth | Cottonwood Heights | UT | 06/2022 | 08/2023 |
| Svb Investment Services Inc | Cottonwood Heights | UT | 01/2022 | 08/2023 |
| Raymond James Financial Services, Inc. | Layton | UT | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Layton | UT | 08/2023 | Present |
(1)Name of Business: Legacy Financial Strategies Address: 177 E Antelope Dr Ste A, Layton, UT, 84041-5315, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/14/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-28 |
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