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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-28 |
| TX | RA | APPROVED_RES | 2022-10-17 |
| NE | RA | APPROVED | 2022-10-14 |
Branch Locations
14648 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lincoln | NE | 05/2009 | 10/2018 |
| Insurance-Non Variable | Scottsdale | AZ | 03/2011 | 10/2022 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 06/2010 | 10/2018 |
| Rdw & Associates | Scottsdale | AZ | 05/2010 | 10/2018 |
| First State Bank Nebraska | Scottsdale | AZ | 09/2017 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 10/2018 | 10/2022 |
| Capital Wealth Alliance, Llc | Scottsdale | AZ | 10/2018 | 10/2022 |
| Avior Wealth Management, Llc | Omaha | NE | 10/2022 | Present |
4) Clearview Financial Group LLC - No - 17015 N Scottsdale Rd Ste 250 Scottsdale AZ 85255 - Operating company / DBA - Owner - 0hrs/mo - 0hrs/mo during trading hrs - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-17 |
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