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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 |
Branch Locations
6720 N Scottsdale Rd Suite 390, Scottsdale, AZ 85253 • 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 |
|---|---|---|---|---|
| Horner, Townsend & Kent, Inc | Scottsdale | AZ | 01/2013 | 11/2016 |
| Unemployed | Phoenix | AZ | 11/2016 | 01/2017 |
| Axa Advisors, Llc | New York | NY | 02/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2017 | 10/2025 |
| Raymond James Financial Services Inc. | Scottsdale | AZ | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 10/2025 | Present |
| Southwest Wealth Strategies | Scottsdale | AZ | 10/2025 | Present |
(1)Name of Business: Address: 6720 N Scottsdale Rd, Scottsdale, AZ, 85253-4400, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/20/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I work as an Employee Benefits Agent for our company clients. I advise on plan design and benefit packages to help the business' with recruiting and retention needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-21 |
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