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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. George | UT | 04/2017 | 08/2017 |
| Raymond James Financial Services, Inc. | St. George | UT | 08/2017 | Present |
| Wells Fargo Bank, Na | St. George | UT | 06/2014 | 04/2017 |
| Raymond James Financial Services Advisors Inc. | Saint George | UT | 12/2018 | Present |
| Voyager Wealth Advisors | St. George | UT | 04/2017 | 06/2023 |
(1)Name of Business: Kayenta Arts Foundation Address: 254 S 1470 E #101, Saint George, UT, 84770, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/09/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing account performance, developing the investment policy statement, monitoring the account on an ongoing basis. (2)Name of Business: Kayenta Arts Foundation Address: 254 S 1470 E #101, Saint George, UT, 84790, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 07/09/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing account performance, developing the investment policy statement, monitoring the account on an ongoing basis. (3)Name of Business: Koeber/Brown Address: 740 E 590 S, Ivins, UT, 84738, United States Activity Type: Control Person Position/Title: Successor trustee (Named Only) Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will be named as successor trustee in the Mad Canyon Trust for Kayla Koeber and Dean Brown. (4)Name of Business: Voyager Wealth Advisors Address: 254 S 1470 E #101, Saint George, UT, 84790, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review client accounts and create/present financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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