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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-10 |
| UT | RA | APPROVED | 2021-05-07 |
Branch Locations
95 S State St Suite 2180, Salt Lake City, UT 84111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Salt Lake City | UT | 12/1992 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 12/1992 | 05/2021 |
| Bank Of America,N.A. | Salt Lake City | UT | 06/2011 | 05/2021 |
| Raymond James & Associates, Inc | Salt Lake City | UT | 05/2021 | Present |
(1)Name of Business: Canyon Crest LLC Address: 533 S Ridgetop Lane, North Salt Lake, UT, 84054, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a rental property in St George. vRBO with my parents. (2)Name of Business: Lofts Living LLC Address: 533 S Ridgetop Lane, North Salt Lake, UT, 84054, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-30 |
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