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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-11-08 |
| UT | RA | APPROVED | 2010-03-08 |
Branch Locations
1389 Center Dr Suite 200, Park City, UT 84098 • United States
Park City, UT • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Park City | UT | 03/2010 | Present |
| Raymond James Financial Services Advisors Inc. | Park City | UT | 03/2010 | Present |
| Bni | Park City | UT | 08/2012 | Present |
| Real Estate | Park City | UT | 05/2013 | Present |
| Cunningham Wealth Group | Park City | UT | 01/2019 | Present |
(1)Name of Business: Cunningham Wealth Group Address: 1389 Center Drive Suite 200, Park City, UT, 84098, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing name only for current business operation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-08 |
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