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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-24 |
Branch Locations
6720 N. Scottsdale Road Suite 390, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-20 |
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