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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-19 |
| UT | RA | APPROVED | 2018-08-03 |
Branch Locations
952 Chambers Street Suite #3, South Ogden, UT 84403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruce A. Lefavi Securites, Inc. | Salt Lake City | UT | 07/2015 | 06/2017 |
| Lpl Financial | Layton | UT | 06/2017 | 07/2018 |
| Mountain America Credit Union | Layton | UT | 06/2017 | 07/2018 |
| Raymond James Financial Services, Inc. | Ogden | UT | 07/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Ogden | UT | 07/2018 | Present |
(1)Name of Business: M2 Wealth Advisors Address: 952 Chambers St Ste 3, South Ogden, UT, 84403, United States Activity Type: Other Position/Title: Other, Agent Investment Related: No Start Date: 10/22/2019 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 (2)Name of Business: M2 Wealth Advisors Address: 952 Chambers St., Ste. 3, South Ogden, UT, 84403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/09/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist advisors in advising clients of the branch on a discretionary and non-discretionary basis. (3)Name of Business: McGarry Retirement Solutions, LLC Address: 952 Chambers St Ste 3, South Ogden, UT, 84403, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the company from which I am paid income. I am a part-owner with 30% interest in this company. My roles include running payroll for employees, budgeting and bill paying, attending management meetings, supervising advisors in our team, and miscellaneous tasks for the business. (4)Name of Business: The Church of Jesus Christ of Latter-Day Saints Address: 380 S. Fairfield Rd. , Layton, UT, 84040, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 04/11/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the Second Counselor in the Bishopric of the Summerhaze Ward in Layton, Utah. I provide mainly ecclesiastical support to members of the Church in my area. Occasionally, I will need to sign a donation check from a member of the congregation that goes to The Church of Jesus Christ of Latter-Day Saints.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
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