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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-31 |
| UT | RA | APPROVED | 2020-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ogden | UT | 02/2015 | 08/2020 |
| Bank Of America, N.A. | Ogden | UT | 07/2015 | 08/2020 |
| Raymond James Financial Services, Inc | Ogden | UT | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Ogden | UT | 08/2020 | Present |
| Powder Mountain Ski Resort | Eden | UT | 02/2023 | 11/2024 |
(1) Name of Business: First Western Advisors Address: 290 25th Street, Suite 209, Ogden, UT, 84401, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm a financial advisor as part of First Western Advisors which is an independent branch of Raymond James (2) Name of Business: JakenKellie LLC Address: 290 25th St Ste 209, Ogden, UT, 84401-2671, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/27/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my LLC that I run my income from RJFS through and then file with the IRS via an S Corp.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-12 |
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