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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 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
1240 E. 2100 Street Suite 400, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 01/2019 | 06/2023 |
| Michael Kors | Park City | UT | 05/2018 | 02/2019 |
| Unemployment | Ogden | UT | 02/2018 | 05/2018 |
| Upper Montclair Country Club | Clifton | NJ | 04/2015 | 02/2018 |
| Stifel Independent Advisors, Llc | Salt Lake City | UT | 06/2023 | 04/2026 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 04/2026 | Present |
(1) Name of Business: ARC Wealth Management Address: 1240 E 2100 S Ste 400, Salt Lake City, UT, 84106, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/08/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manager of Operations\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-06 |
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