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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-04-17 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Holladay | UT | 04/2022 | 04/2025 |
| Eknowledge, Llc | Provo | UT | 07/2021 | 03/2022 |
| Brigham Young University | Provo | UT | 06/2018 | 07/2021 |
| Cottonwood Heights Aquatics Team | Cottonwood Heights | UT | 10/2017 | 08/2018 |
| Swim First Analysis | South Jordan | UT | 08/2014 | 08/2018 |
| Raymond James Financial Services, Inc. | Holladay | UT | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 04/2025 | Present |
(1)Name of Business: Cottonwood Capital Management Address: 6440 S Wasatch Blvd Ste 340, Holladay, UT, 84121-3537, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm an FA. (2)Name of Business: Fletcher Financial LLC Address: 6440 S Wasatch Blvd Ste 340, Holladay, UT, 84121-3537, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 12/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Just running my FA business through this llc. (3)Name of Business: The National College Test Prep Foundation Address: 11145 Tall Pines Way, Sandy, UT, 84092, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 03/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vote on board, attend meetings, voice opinion
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-20 |
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