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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 |
Branch Locations
1371 East 2100 South Suite 100, Salt Lake City, UT 84105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Salt Lake City | UT | 11/2015 | 07/2024 |
| Zions Bank | Salt Lake City | UT | 11/2015 | 07/2024 |
| Western Governors University | Salt Lake City | UT | 04/2019 | 07/2023 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 07/2024 | Present |
(1)Name of Business: ApexFlow Wealth Management, LLC Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Associate/Practice Manager (2)Name of Business: Paramount Private Wealth, LLC Address: 1371 E 2100 S Ste 100, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: My responsibilities are limited in scope and consist solely of administrative and/or support services, which may include coordination, operational assistance, or general consulting functions. I do not provide advisory, brokerage, or financial services through this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
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