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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-19 |
| AZ | RA | APPROVED | 2021-04-27 |
Branch Locations
7450 E. Pinnacle Peak Road Suite 254, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cb Investment Services, Llc/Raymond James Financial Services | Scottsdale | AZ | 07/2014 | 02/2018 |
| Edward Jones | Scottsdale | AZ | 03/2018 | 03/2019 |
| Voya Financial Advisors, Inc. | Scottsdale | AZ | 05/2019 | 04/2021 |
| Raymond James Financial Services, Inc | Scottsdale | AZ | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Scottsdale | AZ | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
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