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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-05 |
| UT | RA | APPROVED | 2015-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Midvale | UT | 01/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Midvale | UT | 06/2015 | Present |
| Businessman'S Planning | Murray | UT | 10/2017 | Present |
(1)Name of Business: Businessman's Planning Address: 5782 S 900 E, Murray, UT, 84121, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/02/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Obtain insurance quotes for clients and assist them in completing applications to help meet their long-term financial goals. (2)Name of Business: Gomm Properties LLC Address: 5782 S 900 E, Murray, UT, 84121, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect the rent. (3)Name of Business: Miller, Jay & Lynne Address: 603 E. 12000 South, Draper, UT, 84020, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 11/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Distribution of assets per the trust document upon the death of Lynne Miller, my stepmother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-03 |
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