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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
1389 Center Drive Suite 200, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Salt Lake City | UT | 11/2016 | 12/2025 |
| Unemployed | Salt Lake City | UT | 06/2016 | 11/2016 |
| Raymond James Financial Services, Inc. | Park City | UT | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Park City | UT | 01/2026 | Present |
(1)Name of Business: Lumina Wealth Advisors Address: 1389 Center Dr Ste 200, Park City, UT, 84098-7660, United States Activity Type: Support Company - Owner Position/Title: Other, Associate/Employee, Officer - President Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Director/Administrator/Wealth Advisor (employee of Lumina Wealth Advisors, a s-corp) (2)Name of Business: Mountain Mama Music Address: 7768 Susans Circle, Park City, UT, 84098, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 07/24/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Musical Performance: vocalist, instrumentalist (3)Name of Business: Schmoores Trust Address: 7768 Susan's Circle, Park City, UT, 84098, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/23/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
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