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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-09 |
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
18700 N Hayden Rd Ste 525, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boulder | CO | 02/2016 | 06/2019 |
| Coldwell Banker Devonshire | Denver | CO | 09/2019 | 10/2020 |
| Western International Securities, Inc. | Pasadena | CA | 05/2020 | 10/2020 |
| Morgan Stanley | Denver | CO | 10/2020 | 05/2021 |
| Real Estate School | Denver | CO | 06/2019 | 09/2019 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2021 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 05/2021 | 07/2021 |
| Jackson/Roskelley Wealth Advisors | Scottdale | AZ | 04/2021 | 07/2021 |
| Wells Fargo Clearing Services Llc | Scottsdale | AZ | 07/2021 | Present |
ARIZONA REAL ESTATE LICENSE, INVT RELATED, SCOTTSDALE, AZ, REAL ESTATE LICENSE, START DATE 2/26/2024, 0 HRS PER MONTH AND DURING TRADING, LICENSE FOR CONTINUING EDUCATION. RENTAL PROPERTY - 17050; INV RELATED; SCOTTSDALE,AZ; RENTAL;100% OWNERSHIP; START DATE: 02/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-21 |
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