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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-03-05 |
Branch Locations
6405 South 3000 East Suite 250, Holladay, UT 84121 • 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, Inc. | Holladay | UT | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 01/2020 | Present |
| Mwb Properties Llc | Holladay | UT | 09/2005 | Present |
(1)Name of Business: FIRST WESTERN ADVISORS Address: 3165 E. Millrock Drive Suite 340, Holladay, UT, 84121, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Responsibilities of an Investment Advisor (2)Name of Business: MWB Properties LLC Address: 1975 E Woodside Drive, Holladay , UT, 84124, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/02/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and manage rental real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-02 |
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