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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2020-02-18 |
| OR | RA | APPROVED | 2018-10-01 |
Branch Locations
3100 W. Ray Rd Suite 210, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Portland | OR | 07/2010 | 09/2018 |
| Raymond James Financial Services, Inc. | Chandler | AZ | 09/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Chandler | AZ | 09/2018 | Present |
(1) Name of Business: 11642 Alpine Dr Address: 11642 Alpine Dr, Monticello, MN, 55362, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/20/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are converting a property we own to a rental (2) Name of Business: Creative Wealth Management Address: 1800 Blankenship Rd Ste 170, West Linn, OR, 97068, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for Marketing (3) Name of Business: creative Wealth management group Address: 3100 W Ray Road, Suite 210, Chandler, AZ, 85226, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/31/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: business name for marketing (4) Name of Business: SAFETY STICKERS AND CATTLE LLC Address: 4142 E Ravenswood DR, Gilbert, AZ, 85298, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/02/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: Safety Stickers LLC Address: 14791 SE 82nd Drive, Clackamas, OR, 97015, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is buying this business and I will help her as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-23 |
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