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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-13 |
| AZ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-13 |
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