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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
6720 N. Scottsdale Road Suite 390, Scottsdale, AZ 85253 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2008 | 10/2025 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 10/2025 | Present |
(1)Name of Business: Address: 7083 W Spur Dr, Peoria, AZ, 85383, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 6720 N Scottsdale Rd Ste 390, Scottsdale, AZ, 85253-4421, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed insurance sales (3)Name of Business: Southwest Wealth Strategies Address: 6720 N Scottsdale Rd Ste 390, Scottsdale, AZ, 85253-4421, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
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