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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-10 |
| UT | RA | APPROVED | 2020-02-11 |
Branch Locations
177 E Antelope Drive Suite A, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigham Young University | Provo | UT | 08/2015 | 05/2019 |
| Raymond James Financial Services, Inc | Layton | UT | 04/2019 | 11/2019 |
| Raymond James Financial Services, Inc | Layton | UT | 11/2019 | Present |
(1)Name of Business: Legacy Financial Strategies Address: 177 E Antelope Dr Ste A, Layton, UT, 84041-5315, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/23/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor. Legacy Financial Strategies is the DBA to our Raymond James book of business in Layton, UT. (2)Name of Business: Northridge Investments Address: 177 E Antelope Dr Ste A, Layton, UT, 84041, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Adviser (3)Name of Business: The Church of Jesus Christ of Latter-day Saints Address: 1600 South 4500 West, Syracuse, UT, 84075, United States Activity Type: Religious Position/Title: Other Investment Related: No Start Date: 10/19/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Service as a bishopric member will involve helping to manage a Church budget, recording tithing funds received, directly helping with youth activities, and serving members of the Church within this area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-29 |
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