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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-09 |
| TX | RA | APPROVED | 2017-01-24 |
| AZ | RA | APPROVED | 2016-11-21 |
Branch Locations
8669 E. San Alberto Dr. Suite 100, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2008 | 11/2016 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 11/2016 | Present |
| Key Wealth Management | Scottsdale | AZ | 12/2016 | 10/2019 |
| Crf Capital, Llc | Scottsdale | AZ | 01/2013 | 01/2018 |
| Ctpj | Scottsdale | AZ | 01/2021 | 01/2025 |
| Key Wealth Management | Scottsdale | AZ | 01/2017 | Present |
(1) Name of Business: Broker Advantage LLC Address: 8669 E San Alberto Ste 100, Scottsdale, AZ, 85258-4309, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/27/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor quoting insurance and writing policies (2) Name of Business: CRF Capital LLC Address: 10425 E Larkspur Dr, Scottsdale, AZ, 85259, United States Activity Type: Rental Real Estate Position/Title: Other, Owner/Proprietor Investment Related: Yes Start Date: 04/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member - this is an LLC for a commercial rental property (3) Name of Business: Key Capital Holdings Address: 10425 E Larkspur Dr., Scottsdale, AZ, 85259, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/14/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager - Maintain property, negotiate rental rates, bookkeeping and taxes (4) Name of Business: Key Wealth Management Address: 8669 E San Alberto Dr. , Scottsdale, AZ, 85258, United States Activity Type: Support Company - Owner Position/Title: Other, Associate/Employee, Officer - President Investment Related: No Start Date: 01/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Key Wealth Management is the DBA/Support Co. for our business associated with Raymond James Financial Services, Inc. It is the entity held out to the public as well as the entity in which all expenses are passed through. (5) Name of Business: Lion Street Address: 8669 E San Alberto Drive, Scottsdale, AZ, 85258-4607, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/17/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance quoting and writing policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-30 |
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