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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-04 |
| AZ | RA | APPROVED | 2023-02-16 |
Branch Locations
1525 N. Gilbert Road Suite 110, Gilbert, AZ 85234 • United States
4330 E Southern Avenue, Mesa, AZ 85206 • United States
1262 N Stapley Drive, Mesa, AZ 85203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Edina | MN | 04/2015 | 01/2018 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 01/2018 | 08/2018 |
| Allianz Insurance Company Of North America | Minneapolis | MN | 01/2018 | 08/2018 |
| Lpl Financial Llc | Plymouth | MN | 10/2018 | 12/2022 |
| Wealth Enhancement Group | Plymouth | MN | 10/2018 | 12/2022 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 10/2018 | 12/2022 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 10/2018 | 12/2022 |
| Raymond James Financal Services, Inc. | Mesa | AZ | 02/2023 | Present |
| Desert Financial Credit Union | Mesa | AZ | 02/2023 | Present |
(1)Name of Business: Desert Financial Wealth Management Address: 1262 N Stapley Drive, Mesa, AZ, 85203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/13/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Employee of Desert Financial Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-07 |
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