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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-07-22 |
| TX | RA | APPROVED | 2019-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 01/2014 | 01/2017 |
| Helio Training | Salt Lake City | UT | 01/2017 | 09/2017 |
| Weller Recreation | Kansas | UT | 09/2017 | 01/2020 |
| Raymond James Financial Services, Inc | N. Richland Hills | TX | 01/2019 | Present |
| Raymond James Financial Services Advisors Inc. | North Richland Hills | TX | 07/2019 | Present |
| Pointe Wealth Management | Payson | UT | 03/2021 | 03/2024 |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower, Succession Planning Investment Related: No Start Date: 01/02/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Succession deal on file includes a component comprised of a seller financed note. We are working with RJ Succession Planning to facilitate this. (2)Name of Business: Chase Weller Address: 95 S 100 E , Payson, UT, 84651, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Assist in branch activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-11 |
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