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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tactile Medical | Minneapolis | MN | 01/2012 | Present |
| Raymond James Financial Services, Inc | Bountiful | UT | 05/2018 | 06/2018 |
| Raymond James Financial Services, Inc | Bountiful | UT | 06/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Bountiful | UT | 12/2018 | Present |
| Tactile Medical | Kaysville | UT | 07/2019 | Present |
| Fairfield Village Transitional Rehab | Layton | UT | 07/2019 | Present |
| Fairfield Village Transitional Rehab | Layton | UT | 01/2011 | Present |
| Marvls Llc | Bountiful | UT | 07/2019 | Present |
| Wasatch Wealth, Inc | Bountiful | UT | 07/2019 | 10/2024 |
| Nuvista Wealth, Inc. | Bountiful | UT | 10/2024 | Present |
(1) Name of Business: MARVLS LLC Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am co-owner with my husband, Marvin T Ellis, of the office condo for RJ Practice using this LLC. The practice pays rent to MARVLS LLC. (2) Name of Business: NuVista Wealth, Inc. Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010-7745, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 10/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the secretary. This support company is the name held out to the public and bookkeeping of the practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
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