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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Picabo Street Academy | Park City | UT | 08/2017 | 08/2018 |
| University Of Utah | Salt Lake City | UT | 10/2021 | 05/2023 |
| Spotlight.XYz | Ca | CA | 05/2023 | 11/2023 |
| Hometown Sports Inc. | Id | ID | 12/2020 | 01/2021 |
| Snowbird Sports Education Foundation | Ut | UT | 11/2023 | 05/2024 |
| Starbucks Coffee Company | Wa | WA | 08/2018 | 03/2020 |
| University Of Utah | -Ut | UT | 04/2021 | 07/2021 |
| University Of Utah | -Ut | UT | 03/2020 | 12/2020 |
| Fidelity Investments | Salt Lake City | UT | 05/2024 | 03/2026 |
| Joseph B. Scott | Id | ID | 05/2016 | 08/2017 |
| Personnel Management Corp.| | Ut | UT | 07/2021 | 10/2021 |
| Mccall Winter Sports Club | Id | ID | 01/2021 | 04/2021 |
| Raymond James Financial Services, Inc. | Caldwell | ID | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Caldwell | ID | 04/2026 | Present |
| Strategic Advisors | Salt Lake City | UT | 06/2025 | 03/2026 |
(1) Name of Business: Dunning Wealth Management Address: 708 Main St Ste 202, Caldwell , ID, 83605, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operating as a registered associate of the firm, transitioning into an advisor role.\n (2) Name of Business: James Capital Address: 3531 S Lowerfork way, BOISE, ID, 83701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/28/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Role in relation: Owner \nResponsibilities: Managing Expenses and Revenue
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
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