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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-31 |
| CA | RA | APPROVED | 2025-01-17 |
Branch Locations
16900 Goldenwest St, Huntington Beach, CA 92647 • United States
4301 Macarthur Blvd, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Fix 24-7 | Mesa | AZ | 05/2012 | Present |
| K2 Capital Management, Llc | Chandler | AZ | 12/2012 | 03/2018 |
| Axio Financial Llc | New York | NY | 03/2018 | 10/2018 |
| Raymond James Financial Services | Scottsdale | AZ | 12/2018 | 12/2019 |
| O'SHares Etfs | Scottsdale | AZ | 09/2017 | 12/2017 |
| Raymond James And Associates, Inc | Scottsdale | AZ | 01/2020 | 01/2025 |
| First Bank | Newport Beach | CA | 01/2025 | Present |
| Osaic Institutions, Inc. | Meriden | CT | 01/2025 | Present |
(1)Name of Business: Address: 5327 W Jupiter Way, Chandler, AZ, 85226, 5047 W Boston Way, Chandler, AZ 85226, 5859 S Brittany Ln, Tempe, AZ 85283, 1800 W Elliot Rd #222, Chandler, AZ 85224, United States Activity Type: Rental Real Estate Position/Title: Owner Investment Related: Yes Start Date: 01/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Real Estate Property Management (2)Name of Business: Monster Medical LLC DBA FIX 24-7 Address: 5327 W Jupiter Way, Chandler, AZ, 85226, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/07/2014 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 perform mitigation services for FIX 24-7, a restoration company. Mitigation services refers to the demolition and dry out resulting from water damage, mold remediation, biohazard remediation, fire remediation, and estimating damage utilizing a program called Xactimate. I devote no time to the business during securities trading hours. I own 25% of Monster Medical LLC DBA FIX 24-7.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2012-11-24 |
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