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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-01 |
| UT | RA | APPROVED | 2024-07-01 |
Branch Locations
3610 N University Ave Ste 350, Provo, UT 84601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Provo | UT | 02/1999 | 07/2024 |
| Independent Insurance Agent | Provo | UT | 11/2000 | 07/2024 |
| Tanner Capital Management, Llc | Provo | UT | 06/2005 | 06/2020 |
| Raymond James Financial Services Advisors, Inc. | Provo | UT | 06/2020 | 07/2024 |
| Tanner Capital Management, Llc Dba Tanner Investment Partners | Provo | UT | 07/2020 | 07/2024 |
| Tanner Investment Partners | Provo | UT | 07/2020 | 07/2024 |
| Raymond James & Associate Inc. | Salt Lake City | UT | 07/2024 | Present |
(1)Name of Business: NA Address: 3610 N. University Ave. Suite 350, Provo, UT, 84604, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: service existing life polcies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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