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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-07-11 |
| UT | RA | APPROVED | 2020-07-30 |
Branch Locations
1371 East 2100 South Suite 215, Salt Lake City, UT 84105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Salt Lake City | UT | 12/2008 | 07/2020 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 07/2020 | Present |
| Uinta Wealth Management | Salt Lake City | UT | 07/2020 | Present |
| Black Diamond Llc | Salt Lake City | UT | 07/2020 | Present |
(1)Name of Business: Alpha Properties LLC Address: 227 S Loader Ave, Pleasant Grove , UT, 84062, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent, pay mortgage & expenses, general maintenance for one condo unit. (2)Name of Business: Black Diamond LLC Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/28/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none. Support co only (3)Name of Business: Uinta Wealth Management Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/29/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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