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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-02 |
| AZ | RA | APPROVED | 2015-10-19 |
Branch Locations
8501 N. Scottsdale Road Suite 250, Scottsdale, AZ 85253 • United States
14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Scottsdale | AZ | 09/2015 | Present |
| Finra | Scottsdale | AZ | 07/2016 | Present |
(1)Name of Business: non-public arbitrator Address: 5201 E Charter Oak Road, Scottsdale, AZ, 85254, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 07/19/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I have completed the basic training and application to become a non-public arbitrator for FINRA's dispute resolution process (2)Name of Business: RB JS Acoma LLC Address: 5201 E Charter Oak Road, Scottsdale, AZ, 85254, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ownership of a LLC that holds real estate (3)Name of Business: RWB Montana LLC Address: 5201 E Charter Oak Road, Scottsdale, AZ, 85254, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/13/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC being used to hold land in Montana. Will eventually build a second home on the land, but for now will just be holding. It's currently being farmed so will lease back for farming if anyone is interested in continuing. (4)Name of Business: RWB Rentals LLC Address: 5201 E Charter Oak Road, Scottsdale, AZ, 85254, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/08/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own three rental properties in the Phoenix metro area:7211 West Remuda Drive Peoria 1536 West Eva Phoenix12218 N 25th Place Phoenix
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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