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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Advisors Trust Company | Boston | MA | 06/2020 | 05/2021 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 06/2020 | 05/2021 |
| Orion Advisor Solutions | Omaha | NE | 02/2020 | 05/2020 |
| Gerit Schell State Farm | Lincoln | NE | 07/2019 | 02/2020 |
| Union Bank & Trust | Lincoln | NE | 08/2018 | 06/2019 |
| United States Senator Deb Fischer | Omaha | NE | 05/2018 | 08/2018 |
| Oak Hills Country Club | Omaha | NE | 02/2015 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2021 | 12/2021 |
| Bank Of America, N.A. | Chandler | AZ | 06/2021 | 12/2021 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 01/2022 | 03/2024 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 01/2022 | 03/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2024 | 09/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2024 | 09/2025 |
| Raymond James Financial Services, Inc. | Glendale | AZ | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Glendale | AZ | 09/2025 | Present |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2016 | 08/2020 |
(1)Name of Business: Arrowhead Wealth Partners Address: 7111 W Bell Rd Ste 106, Glendale, AZ, 85308-8552, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/25/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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