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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-02-01 |
Branch Locations
1371 E. 2100 South Suite 215, Salt Lake City, UT 84105 • 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 | 01/2014 | 07/2020 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 02/2022 | Present |
(1)Name of Business: Uinta Wealth Management Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/29/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office Manager (2)Name of Business: Voyager Wealth Advisors Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company only. I do not provide any services for Voyager Wealth Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-16 |
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