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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-09-27 |
| TX | RA | APPROVED_RES | 2019-09-26 |
Branch Locations
6405 South 3000 East Suite 250, Holladay, UT 84121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Western Advisors | Holladay | UT | 04/1984 | 09/2019 |
| Raymond James Financial Services, Inc. | Holladay | UT | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 09/2019 | Present |
| First Western Advisors | Holliday | UT | 09/2019 | Present |
(1) Name of Business: C Riley Bookkeeping LLC Address: 6405 South 3000 East, Holladay, UT, 84121, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper Investment Related: No Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Referral of Branch Clients (2) Name of Business: First Western Advisors Address: 6405 South 3000 East Suite 250, Holladay, UT, 84121, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/27/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner, Financial Advisor, CEO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-03 |
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