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1523 East Skyline Drive Suite C, South Ogden, UT 84405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-31 |
Branch Locations
1523 East Skyline Drive Suite C, South Ogden, UT 84405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | South Ogden | UT | 08/2015 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | South Ogden | UT | 10/2019 | 10/2020 |
| Raymond James Financial Services, Inc. | South Ogden | UT | 04/2015 | 10/2019 |
| Peterson Wealth Services, Inc. | South Ogden | UT | 04/2015 | Present |
| Utah Divorce Planning Llc | South Ogden | UT | 08/2016 | Present |
| Not Working | Layton | UT | 05/2023 | 04/2024 |
1)Name of Business : Utah Divorce Planning LLC Address: 1523 E. Skyline Drive Suite C,South Ogden, UT Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 08/26/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-09 |
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