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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-24
  • AZ RA
    APPROVED
    Since 2026-04-24

Branch Locations

6720 N. Scottsdale Road Suite 390, Scottsdale, AZ 85253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Martinez And Shanken, Pllc Chandler AZ 10/1993 Present
Equitable Advisors, Llc New York NY 02/2013 10/2025
Southwest Wealth Strategies Llc Gilbert AZ 01/2013 Present
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 04/2026 Present
Previous Registrations
Other Businesses

(1)Name of Business: Address: 1560 W. Warner Rd Ste 200, Gilbert, AZ, 85233, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 09/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non-variable insurance sales\n (2)Name of Business: Deborah Gilreath Martinez PC Address: 1560 W Warner Rd Suite 200, Gilbert, AZ, 85233, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 03/10/1988 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Mangement of operations\n (3)Name of Business: Tax Navigator LLC Address: 1560 W. Warner Rd Ste 200, Gilbert, AZ, 85233, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Manage collection of proceeds for sale of business and payment of related expenses.\n

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-20
  • S66 Uniform Combined State Law Examination
    2011-01-20
Other Names
  • Deborah Jo Lund
  • Deborah Jo Gilreath
  • Deborah Gilreath Martinez
  • Deborah Martinez

View on SEC IAPD

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