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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Richfield | UT | 08/2015 | 07/2024 |
| Zions Bancorporation, N.A. (Zions Trust) | Richfield | UT | 08/2015 | 07/2024 |
| Raymond James Financial Services, Inc. | Richfield | UT | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Richfield | UT | 07/2024 | Present |
(1) Name of Business: Address: 65 W Center St Ste B, Richfield, UT, 84701-2546, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will conduct life insurance business for my clients. (2) Name of Business: ApexFlow Wealth Management Address: 65 W Center St Ste B, Richfield, UT, 84701-2546, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Branding, marketing, face of the wealth management company, employees. (3) Name of Business: Gurney Investments, LLC Address: 450 W 560 N, Salina, UT, 84654, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is used to hold and manage my real estate investments. (4) Name of Business: J Diamond Cattle Company Address: 450 W 560 N, Salina, UT, 84654, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a cattle operation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-02 |
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