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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-10-06 |
Branch Locations
1173 S. 250 W. Suite 212, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. George | UT | 08/2020 | Present |
| Woodbury, Mitchell & Finch | Saint George | UT | 02/2015 | Present |
| Morganic Enterprises Llc | Saint George | UT | 06/2018 | Present |
(1) Name of Business: Morganic Enterprises LLC Address: 75 Shadow Point Drive, Saint George, UT, 84770, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/07/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Insurance Agent. Support Business (2) Name of Business: Nick Wilson Address: 75 Shadow Point Drive, Saint George, UT, 84770, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own multiple rental properties (3) Name of Business: Woodbury, Mitchell & Finch Address: 1173 S 250 W Ste 201, Saint George, UT, 84770, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 02/15/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax Preparation/Accounting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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