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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-12 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
14648 N. Scottsdale Rd., Suite 300, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 08/2013 | 05/2017 |
| Raymond James And Associates | Scottsdale | AZ | 06/2016 | 03/2017 |
| Raymond James Financial Services | Scottsdale | AZ | 03/2017 | 01/2018 |
| Raymond James Financial Services | Scottsdale | AZ | 01/2018 | 09/2022 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 08/2018 | 09/2022 |
| Corepower Yoga | Scottsdale | AZ | 12/2022 | 04/2023 |
| Nextgen Advisors, Llc | Scottsdale | AZ | 10/2016 | 09/2022 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 08/2018 | 09/2022 |
| Nextgen Advisors Llc | Scottsdale | AZ | 10/2016 | 09/2022 |
| Corepower Yoga | Phoenix | AZ | 11/2018 | 12/2021 |
| State 48 Lager House | Scottsdale | AZ | 10/2022 | 03/2023 |
| Baird | Scottsdale | AZ | 04/2023 | 03/2024 |
| Avior Wealth Management, Llc | Scottsdale | AZ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-11 |
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