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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ebay Inc | Draper | UT | 04/2018 | 01/2019 |
| Acima Credit | Sandy | UT | 12/2017 | 03/2018 |
| Salt Lake Community College | Salt Lake City | UT | 01/2013 | 08/2019 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 05/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 03/2022 | 03/2025 |
| Blako Inc | Draper | UT | 08/2015 | 03/2026 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2021 | 04/2026 |
| Strategic Advisers Llc | Riverton | UT | 03/2025 | 04/2026 |
| Raymond James Financial Services Inc. | Draper | UT | 04/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Draper | UT | 04/2026 | Present |
(1)Name of Business: Forbes Private Wealth Address: 11681 S 700 E Ste 250, Draper , UT, 84020, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 04/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I will work as a junior advisor, as well as help with administrative and marketing tasks.\n\nI help with general labor and property maintenance. (Other)\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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