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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-13
AZ RA APPROVED 2016-05-18
  • TX RA
    APPROVED
    Since 2021-07-13
  • AZ RA
    APPROVED
    Since 2016-05-18

Branch Locations

Scottsdale, AZ • United States

7373 E Doubletree Ranch Road Suite 200, Scottsdale, AZ 85258 • United States

Williams, AZ • 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
Jackson Roskelley Wealth Advisors, Inc. Scottsdale AZ 05/2020 10/2023
Raymond James Financial Services, Inc. Scottsdale AZ 04/2016 Present
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 05/2016 Present
Previous Registrations
Other Businesses

(1)Name of Business: Possibility Wealth Advisors LLC Address: 7373 E Doubletree Ranch Rd Ste 200, Scottsdale, AZ, 85258-2037, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for my financial planning/investment advisory practice (2)Name of Business: Darin R Shebesta, CFP Address: 7002 E Cortez Dr, Scottsdale, AZ, 85254, United States Activity Type: Part-Time Activity/Employment Position/Title: Consulting Investment Related: No Start Date: 04/14/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I teach CFP Board Ethics Continuing Education courses for Retirement Resource Center, the Financial Planning Association (National and Local chapters), and Kitces (3)Name of Business: Disability Insurance Services Address: 7373 E Doubletree Ranch Rd, Ste 200, Scottsdale, AZ, 85258, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Long Term Disability Insurance sales (4)Name of Business: Modern Life Address: 7373 E Doubletree Ranch Rd, Ste 200, Scottsdale, AZ, 85258, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Modern Life is a general agency that provides access to life, disability and long term care solutions. I have worked with a professional at AdvisorNet Insurance named Nick Weiler who recently moved over to Modern Life. They provide a concierge service for insurance. They have access to all of the highly rated carriers such as John Hancock, Prudential, Principal, Lincoln, etc. (5)Name of Business: Possibility Wealth Advisors, LLC Address: 7373 E Doubletree Ranch Rd, Ste 200, Scottsdale, AZ, 85258, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for my financial planning/investment advisory practice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-13
  • S66 Uniform Combined State Law Examination
    2008-06-13
Designations

View on SEC IAPD

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