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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| UT | RA | APPROVED | 2019-11-12 |
Branch Locations
2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT 84121 • United States
Millcreek, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 11/2019 |
| Raymond James & Associates, Inc | Cottonwood Heights | UT | 11/2019 | Present |
| Us Army National Guard | Salt Lake City | UT | 09/2010 | Present |
1) Name of Business: Army National Guard Address: 2070 E Keller Lane, Millcreek, UT, 84109, United States Activity Type: Military Position/Title: Investment Related: No Start Date: 01/04/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Utah Army National Guard Address: Army Garrison Camp Williams, Bluffdale, UT, United States Activity Type: Military Position/Title: Investment Related: No Start Date: 02/27/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-24 |
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