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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-11-12 |
Branch Locations
2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT 84121 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 11/2019 |
| Raymond James & Associates, Inc | Cottonwood Heights | UT | 11/2019 | Present |
(1)Name of Business: Single family rental home Address: 1615 Devonshire Drive, Salt Lake City, UT, 84108, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage property and collect rent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-20 |
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