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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
Branch Locations
1371 E. 2100 S Suite 100, Salt Lake City, UT 84105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Counseling Services | Salt Lake City | UT | 10/2015 | 08/2020 |
| Backcountry | West Valley City | UT | 07/2020 | 10/2020 |
| University Of Utah | Salt Lake City | UT | 08/2015 | 12/2019 |
| Fidelity Investments | Salt Lake City | UT | 10/2020 | 02/2023 |
| The Music Lodge | Park City | UT | 08/2014 | 08/2020 |
| Lpl Financial Llc | Salt Lake City | UT | 02/2023 | 10/2025 |
| Zions | Salt Lake City | UT | 02/2023 | 08/2025 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 10/2025 | Present |
(1) Name of Business: ApexFlow Wealth Management, LLC Address: 1371 E 2100 S Ste 100, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisory (lead generation, client interactions), Support staff (scheduling, touchpoints), marketing (social media, general) (2) Name of Business: Paramount Private Wealth, LLC Address: 1371 E 2100 S Ste 100, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Administrative support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-16 |
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