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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
6440 S Wasatch Boulevard Suite 340, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2016 | 04/2017 |
| E*Trade Capital Management Llc | Sandy | UT | 06/2016 | 04/2017 |
| Goldman Sachs & Co. | Salt Lake City | UT | 05/2017 | 12/2019 |
| E*Trade Securities Llc | Sandy | UT | 05/2021 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 06/2021 | 09/2023 |
| Nice Incontact | Sandy | UT | 12/2019 | 05/2021 |
| Morgan Stanley | Sandy | UT | 03/2023 | 03/2025 |
| Harrisdirect Llc | Sandy | UT | 06/2016 | 04/2017 |
| Harrisdirect Llc | Sandy | UT | 06/2021 | 09/2023 |
| Raymond James Financial Services, Inc. | Holladay | UT | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-19 |
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