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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-07 |
| UT | RA | APPROVED | 2021-05-07 |
Branch Locations
95 S State St Suite 2180, Salt Lake City, UT 84111 • United States
Kamas, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/1999 | 05/2021 |
| Bank Of America, N.A. | Salt Lake City | UT | 01/2013 | 05/2021 |
| Raymond James & Associates, Inc. | Salt Lake City | UT | 05/2021 | Present |
(1)Name of Business: Address: 958 Rusty Cir, Kamas , UT, 84036, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/15/2025 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 purchasing a town home the initial renter will be my son and his wife (1-2 years)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-20 |
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