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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-04 |
| AZ | RA | APPROVED | 2024-03-28 |
Branch Locations
14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Scottsdale | AZ | 02/2011 | 03/2024 |
| City National Banke | Scottsdale | AZ | 12/2017 | 03/2024 |
| Raymond James & Associates, Inc. | Scottsdale | AZ | 03/2024 | Present |
(1) BOYS & GIRLS CLUB OF METRO PHOENIX; ADDRESS: PHOENIX, AZ; BUSINESS DESCRIPTION: NOT FOR PROFIT; NOT INVESTMENT RELATED; START DATE: 01/01/2009; CAPACITY: BOARD OF DIRECTORS, CHAIRMAN OF THE FOUNDATION; DUTIES: VOTE ON INVESTMENT DECISION MADE BY TRUSTEES OF THE FOUNDATION, OVERSEE IPS & INVESTMENT ACTIVITY AS A TRUSTEE OF THE FOUNDATION; HOURS DEVOTED PER WEEK: 3; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 1992-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-28 |
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