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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-24 |
| CA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
1240 E 2100 S Suite 400, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 08/2012 | 06/2023 |
| Stifel Independent Advisors, Llc | Salt Lake City | UT | 06/2023 | 04/2026 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 04/2026 | Present |
(1)Name of Business: ARC Wealth Management, LLC Address: 1421 S Wilton Way , Salt Lake City, UT 84108, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This was the expense sharing LLC that was created when my team and I first went independent. Recently I relinquished my ownership in the entity as part of a transaction to onboard a new partner. Every month, our bookkeeper sends a spreadsheet of all of the expenses by our business the previous month, along with an allocation of them to each participating advisor in the practice. I then log on and transfer money into that business checking account to pay my share of the expenses for the month.\n (2)Name of Business: BTC Advisors, LLC Address: 1421 S Wilton Way , Salt Lake City, UT 84108, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: What is your role in relation to this activity? Owner\n\nThis is my personal business to handle the financial operations of my financial advisory practice. Monthly payments from Affiliate partner (Stifel, Raymond James) are immediately transferred into this account and recognized as "Revenue". The entity pays me a salary to perform my duties as a Financial Advisor. Shared office expenses and personal business expenses are paid directly from this account.\n (3)Name of Business: Happy Days, LLC Address: 1421 S Wilton Way , Salt Lake City, UT 84108, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/20/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tax preparation for entity.\n\nThis LLC was created after the passing of my father. It is owned equally by me and my brother. It owns a single residential home in St. George, UT, that is occupied by my later father's significant other. Per my father's last wishes, we gave a life-estate of this property to his significant other, but upon her passing, my brother and I will likely sell the home. In the meantime, we maintain the property and pay for taxes and insurance on the property through this LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-16 |
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