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Account
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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-02 |
| AZ | RA | APPROVED | 2021-09-14 |
Branch Locations
Clearwater, FL • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 03/2016 | 04/2021 |
| Lpl Financial, Llc | Fort Mill | SC | 05/2021 | 08/2021 |
| United Planners Financial Services | Scottsdale | AZ | 09/2021 | Present |
| Pampered Chef | Clearwater | FL | 03/2022 | 04/2026 |
| Farmasi | Clearwater | FL | 09/2022 | 02/2024 |
| Domestic Goodness, Llc | Clearwater | FL | 04/2023 | 01/2025 |
| Park Lane Jewelry | Clearwater | FL | 05/2023 | 06/2024 |
| Zyia Active | Clearwater | FL | 08/2023 | 08/2024 |
| Red Aspen | Clearwater | FL | 02/2024 | Present |
| Heart + Soul | Clearwater | FL | 06/2024 | Present |
| Farmasi | Clearwater | FL | 12/2025 | Present |
| Java Momma | Clearwater | FL | 02/2026 | Present |
1.) RED ASPEN - BRAND AMBASSADOR - SALES - CLEARWATER, FL - SINCE 02/2024 - NOT INVESTMENT RELATED 2.) HEART + SOUL - BRAND AFFILIATE - SALES - CLEARWATER, FL - SINCE 06/2024 - NOT INVESTMENT RELATED 3.) FARMASI - BEAUTY INFLUENCER - SALES - CLEARWATER, FL - SINCE 12/2025 - NOT INVESTMENT RELATED 4.) JAVA MOMMA - BRAND AMBASSADOR - SALES - CLEARWATER, FL - SINCE 02/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-17 |
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