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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-10-06
  • UT RA
    APPROVED
    Since 2020-10-06

Branch Locations

1173 S. 250 W. Suite 212, St. George, UT 84770 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2020 → Present
    Raymond James Financial Services, Inc.
    St. George, UT
  • 02/2015 → Present
    Woodbury, Mitchell & Finch
    Saint George, UT
  • 06/2018 → Present
    Morganic Enterprises Llc
    Saint George, UT
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-05
  • S66 Uniform Combined State Law Examination
    2020-10-05
Other Names
  • Nick Wilson
  • Nicholas Wilson

View on SEC IAPD

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