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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
6440 S Wasatch Boulevard Suite 340, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randstad/Parlux Fragrances | Salt Lake City | UT | 01/2004 | 04/2018 |
| Morgan Stanley | Holladay | UT | 09/2015 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 04/2025 | Present |
| Raymond James Financial Services, Inc. | Holladay | UT | 04/2025 | Present |
| Cottonwood Capital Management | Salt Lake City | UT | 04/2025 | Present |
(1)Name of Business: Cottonwood Capital Management Address: 6440 S Wasatch Blvd Ste 340, Holladay, UT, 84121-3537, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Office Manager (2)Name of Business: Creekhill Property LLC Address: 1463 E. Roosevelt Avenue, Salt Lake City, UT, 84105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own a condo that is rented out for rental income. The condo is in the name of our LLC, Creekhill Property LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-17 |
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