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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-14 |
Branch Locations
8669 E. San Alberto Dr. Suite 100, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Webster | TX | 07/2015 | 09/2020 |
| Oklahoma Wesleyan University | Bartlesville | OK | 08/2013 | 12/2016 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 09/2020 | 03/2023 |
| Raymond James Financial Services Advisors, Inc | Scottsdale | AZ | 10/2020 | 03/2023 |
| Key Wealth Management | Scottsdale | AZ | 09/2020 | 03/2023 |
| Ameriprise Financial Services, Llc | Broken Arrow | OK | 03/2023 | 05/2024 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 05/2024 | Present |
| Key Wealth Management | Scottsdale | AZ | 05/2024 | Present |
(1)Name of Business: Key Wealth Management Address: 8669 E San Alberto Ste 100, Scottsdale, AZ, 85258-4309, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/06/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: helping meet with clients and take client requests
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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