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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-10 |
| UT | RA | APPROVED | 2024-01-16 |
Branch Locations
1371 East 2100 South, Suite 215, Salt Lake City, UT 84105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2022 | 01/2024 |
| Intercap Lending | Draper | UT | 11/2018 | 01/2022 |
| Veritas Funding | Midvale | UT | 06/2018 | 11/2018 |
| International Paper | Salt Lake City | UT | 06/2016 | 06/2018 |
| Raymond James Financial Services Advisors, Inc | Salt Lake City | UT | 01/2024 | Present |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 01/2024 | Present |
| Sw Anderson Financial | Salt Lake City | UT | 01/2024 | Present |
(1)Name of Business: Address: 12198 S Wigwam Ln, Draper, UT, 84020, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my rental property on 151 E Steep Mountain Dr Draper, UT 84020 (2)Name of Business: FINANCIAL FAIRWAYS & GREENS LLC Address: 1371 E 2100 S Ste 100, Salt Lake City, UT, 84105, United States Activity Type: Support Company Position/Title: Owner Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: VOYAGER WEALTH ADVISORS, INC. Address: 1371 E 2100 S Ste 100 Activity Type: Support Company - Non Owner Position Title: Associate/Employee Investment Related: no Start Date: 4/1/2025 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner at Voyager (4) Name of Business: WILLIAMS, SNOW AND BELOTE, LLC Address: 1371 E 2100 S Ste 100, Salt Lake City, UT 84105 Activity Type: Support Company - Owner Position/Title: 35% Owner Investment Related: No Start Date: 3/2025 HPM: 0-1 HPM trade hours: 0-1 Duties: Branch/ RJ premise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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