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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Logan | UT | 08/2009 | 05/2025 |
| Raymond James Financial Services, Inc. | Logan | UT | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Logan | UT | 05/2025 | Present |
(1)Name of Business: Holbrook Wealth Strategies Address: 1594 N 160 W Ste 110, Logan, UT, 84341-5539, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Financial Advisor Eric Holbrook
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-17 |
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