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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-10-01 |
| TX | RA | APPROVED | 2019-09-30 |
Branch Locations
6405 South 3000 East Suite 250, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Western Advisors | Holladay | UT | 09/2019 | Present |
| Raymond James Financial Services, Inc. | Holladay | UT | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 09/2019 | Present |
| First Western Advisors | Holladay | UT | 08/2014 | 09/2019 |
(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: Associate/Employee Investment Related: No Start Date: 09/30/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
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