Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-11
  • UT RA
    APPROVED
    Since 2024-07-11

Branch Locations

298 24Th Street Suite 360, Ogden, UT 84401 • 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
Fidelity Brokerage Services, Llc Salt Lake City UT 05/2023 05/2024
Oasis Montessori Schools Syracuse UT 11/2022 04/2023
Utah Independent Mortgage Corp. Layton UT 08/2021 10/2022
Primary Residential Mortgage Inc. Salt Lake City UT 02/2020 08/2021
Mckay-Dee Anti-Coagultaion Clinic Ogden UT 11/2019 02/2020
Interim Health Care Layton UT 08/2019 09/2019
Primary Residential Mortgage Inc. Salt Lake City UT 07/2018 08/2019
Ogden Regional Medical Center Ogden UT 04/2018 07/2018
University Of Utah Hospital Salt Lake City UT 05/2016 07/2018
Ross Farmington UT 11/2016 12/2016
Weber State University Ogden UT 08/2019 12/2019
Western Governor'S University Hill Afb UT 03/2021 05/2023
Raymond James Financial Services, Inc. Ogden UT 07/2024 Present
Unemployed Hill Afb UT 05/2024 07/2024
Fidelity Personal And Workplace Advisors Salt Lake City UT 11/2023 05/2024
Raymond James Financial Serivces Advisors, Inc. Ogden UT 07/2024 Present
J Scott Smith Inc. Ogden UT 07/2015 Present
  • 05/2023 → 05/2024
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 11/2022 → 04/2023
    Oasis Montessori Schools
    Syracuse, UT
  • 08/2021 → 10/2022
    Utah Independent Mortgage Corp.
    Layton, UT
  • 02/2020 → 08/2021
    Primary Residential Mortgage Inc.
    Salt Lake City, UT
  • 11/2019 → 02/2020
    Mckay-Dee Anti-Coagultaion Clinic
    Ogden, UT
  • 08/2019 → 09/2019
    Interim Health Care
    Layton, UT
  • 07/2018 → 08/2019
    Primary Residential Mortgage Inc.
    Salt Lake City, UT
  • 04/2018 → 07/2018
    Ogden Regional Medical Center
    Ogden, UT
  • 05/2016 → 07/2018
    University Of Utah Hospital
    Salt Lake City, UT
  • 11/2016 → 12/2016
    Ross
    Farmington, UT
  • 08/2019 → 12/2019
    Weber State University
    Ogden, UT
  • 03/2021 → 05/2023
    Western Governor'S University
    Hill Afb, UT
  • 07/2024 → Present
    Raymond James Financial Services, Inc.
    Ogden, UT
  • 05/2024 → 07/2024
    Unemployed
    Hill Afb, UT
  • 11/2023 → 05/2024
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 07/2024 → Present
    Raymond James Financial Serivces Advisors, Inc.
    Ogden, UT
  • 07/2015 → Present
    J Scott Smith Inc.
    Ogden, UT
Previous Registrations
  • 2023-11-13 → 2024-05-07
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

(1)Name of Business: J Scott Smith Inc Address: 298 24th St Ste 360, Ogden, UT, 84401-1861, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/09/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered executive assistant for Scott Smith, who is the Financial Advisor who owns the practice. I assist with administrative tasks and industry research.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-06
  • S66 Uniform Combined State Law Examination
    2023-11-06
Other Names
  • Mckaylin Erynn Crowley
  • Mckaylin Erynn Tu
  • Mckaylin Tu

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ogden, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor