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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | South Jordan | UT | 05/2009 | 03/2025 |
| Raymond James Financial Services, Inc. | Draper | UT | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Draper | UT | 03/2025 | Present |
| Forbes Private Wealth | Draper | UT | 03/2025 | Present |
(1) Forbes Private Wealth. Not investment related. Draper, UT. DBA/Support Company. Advisor. Start Date: 03/20/2025. 0 hours per month. 0 during trading hours. (2) Lost Soldier Oil & Gas. Investment related. No public address. Drilling company. Investor. Start date: 10/2022. 0 hours per month. 0 during trading hours. (3) M&C Forbes Properties LLC Investment related. Draper, UT. Property purchasing. Owner. Start date: 12/01/2018. 0 hours per month. 0 during trading hours. Look for properties, buy and manage properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-20 |
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