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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-23 |
Branch Locations
95 S State St Suite 2180, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Salt Lake City | UT | 07/2025 | Present |
| Reaching Roots | Midvale | UT | 03/2023 | Present |
| Utah Youth Village | Holladay | UT | 10/2019 | 10/2024 |
| Salt Lake School District | Salt Lake City | UT | 08/2019 | 12/2021 |
| Cbd Of Lawrence | Lawrence | KS | 04/2019 | 08/2019 |
| Pinstripes | Overland Park | KS | 08/2018 | 08/2019 |
| Center For Community Health And Development | Lawrence | KS | 08/2016 | 08/2018 |
| Raymond James & Associates, Inc. | Salt Lake City | UT | 02/2025 | 07/2025 |
the name of the other business: Reaching Roots whether the business is investment-related: No the address of the other business: 1042 Fort Union Blvd, #1211, Midvale, UT 84047 the nature of the other business: Parent Coaching/Behavior Analysis your position: Founder & CEO title, or relationship with the other business: Founder & CEO the start date of your relationship: 03/2023 the approximate number of hours/month you devote to the other business: 10 hours a month the number of hours you devote to the other business during securities trading hours: 0 hours and briefly describe your duties relating to the other business: Owner of small business provide parent coaching.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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