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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 Rd Suite 390, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2016 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 10/2025 | Present |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2025 | Present |
(1) 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: 04/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I work as an Employee Benefits Agent for our company clients. I advise on plan design and benefit packages to help the business' with recruiting and retention needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
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