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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
6720 N Scottsdale Rd Suite 390, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2012 | 10/2025 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 10/2025 | Present |
(1)Name of Business: Southwest Wealth Strategies Address: 6720 N Scottsdale Rd Ste 390, Scottsdale, AZ, 85253-4421, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-15 |
| S66 | Uniform Combined State Law Examination | 2003-08-18 |
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