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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-09 |
| AZ | RA | APPROVED | 2023-03-08 |
Branch Locations
4500 Lakeshore Drive Suite 475, Tempe, AZ 85282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2012 | 03/2023 |
| Raymond James Financial Services, Inc. | Tempe | AZ | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Tempe | AZ | 03/2023 | Present |
(1)Name of Business: Northpoint Wealth Partners, LLC Address: 4500 S Lakeshore Dr Ste 280, Tempe, AZ, 85282-7055, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/07/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Rambow Holdings, LLC Address: 4500 S Lakeshore Dr Ste 280, Tempe, AZ, 85282-7055, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/07/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Holding company for running business expenses pass-throughs through. Will also be used in the future for any property/asset acquisitions or as primary DBA for any future business ventures.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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