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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-19
UT RA APPROVED 2018-08-03
  • TX RA
    APPROVED_RES
    Since 2025-03-19
  • UT RA
    APPROVED
    Since 2018-08-03

Branch Locations

952 Chambers Street Suite #3, South Ogden, UT 84403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2015 → 06/2017
    Bruce A. Lefavi Securites, Inc.
    Salt Lake City, UT
  • 06/2017 → 07/2018
    Lpl Financial
    Layton, UT
  • 06/2017 → 07/2018
    Mountain America Credit Union
    Layton, UT
  • 07/2018 → Present
    Raymond James Financial Services, Inc.
    Ogden, UT
  • 07/2018 → Present
    Ogden, UT
Previous Registrations
  • 2017-09-27 → 2018-07-26
    Ogden, UT
    Clinton, UT
    Logan, UT
    Logan, UT
    Kaysville, UT
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-26
  • S66 Uniform Combined State Law Examination
    2017-09-26
Other Names
  • Chase Flint
  • Chase M. Flint

View on SEC IAPD

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