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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED | 2024-08-12 |
Branch Locations
6985 Union Park Ave Suite 500, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Capital Advisors, Inc. | Salt Lake City | UT | 12/2005 | 08/2024 |
| Zions Direct, Inc. | Salt Lake City | UT | 01/2006 | 08/2024 |
| Raymond James & Associates Inc. | Cottonwood Heights | UT | 08/2024 | Present |
(1)Name of Business: Trout's Ranch HOA Address: 2060 Princeton Ave, Salt Lake City, UT, 84108, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 03/20/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Annual budget preparation - approve expenses to be paid
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-12 |
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