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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
313 N Gilbert Rd Suite 200, Gilbert, AZ 85234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Desert Schools Financial Services | Phoenix | AZ | 06/2016 | 03/2022 |
| Lpl Financial Llc | Scottsdale | AZ | 06/2016 | 02/2019 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 02/2019 | 03/2022 |
| Raymond James Financial Services Avisors, Inc. | Scottsdale | AZ | 02/2019 | 03/2022 |
| Desert Financial Credit Union | Mesa | AZ | 02/2019 | 03/2022 |
| Desert Financial Credit Union | Mesa | AZ | 02/2019 | 03/2022 |
| Desert Financial Credit Union | Mesa | AZ | 02/2014 | 03/2022 |
| Rayhons Financial | Gilbert | AZ | 03/2022 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Heartwood Advisory | Gilbert | AZ | 09/2025 | Present |
1,. NAME OF OTHER BUSINESS: HEARTWOOD ADVISORY; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2025;, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
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