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Peter Kelson

Raymond James & Associates, Inc.

Cottonwood Heights, UT

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-14
  • UT RA
    APPROVED
    Since 2024-08-14

Branch Locations

6985 Union Park Ave Suite 500, Cottonwood Heights, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zions Direct Inc Salt Lake City UT 12/2002 06/2017
Zions Capital Advisors Salt Lake City UT 03/2018 08/2024
Raymond James & Associates Cottonwood Heights UT 08/2024 Present
Morgan Stanley South Jordan UT 06/2017 03/2018
  • 12/2002 → 06/2017
    Zions Direct Inc
    Salt Lake City, UT
  • 03/2018 → 08/2024
    Zions Capital Advisors
    Salt Lake City, UT
  • 08/2024 → Present
    Raymond James & Associates
    Cottonwood Heights, UT
  • 06/2017 → 03/2018
    Morgan Stanley
    South Jordan, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-10
S63 Uniform Securities Agent State Law Examination 1998-11-09
  • S66 Uniform Combined State Law Examination
    2018-04-10
  • S63 Uniform Securities Agent State Law Examination
    1998-11-09
Other Names
  • Peter Michael Kelson

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS, UT
LPL FINANCIAL LLC · MIDVALE, UT
LPL FINANCIAL LLC · COTTONWOOD HEIGHTS, UT
PRIME CAPITAL FINANCIAL · Cottonwood Heights, UT
SEQUOIA FINANCIAL GROUP, L.L.C. · Cottonwood Heights, UT
OSAIC WEALTH, INC. · COTTONWOOD HEIGHTS, UT

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