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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-10
UT RA APPROVED 2020-02-11
  • TX RA
    APPROVED_RES
    Since 2023-10-10
  • UT RA
    APPROVED
    Since 2020-02-11

Branch Locations

177 E Antelope Drive Suite A, Layton, UT 84041 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 05/2019
    Brigham Young University
    Provo, UT
  • 04/2019 → 11/2019
    Raymond James Financial Services, Inc
    Layton, UT
  • 11/2019 → Present
    Raymond James Financial Services, Inc
    Layton, UT
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-29
  • S66 Uniform Combined State Law Examination
    2020-01-29

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