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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-08 |
| 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 | 02/2022 | 03/2024 |
| Farm Bureau Financial Services | Phoenix | AZ | 12/2019 | 02/2022 |
| National Bank Of Arizona | Phoenix | AZ | 09/2015 | 01/2020 |
| City National Bank | Scottsdale | AZ | 08/2022 | 03/2024 |
| Raymond James & Associates, Inc | Scottsdale | AZ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
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