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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-04 |
| MA | RA | APPROVED | 2025-07-11 |
| AZ | RA | APPROVED | 2021-05-24 |
Branch Locations
2345 Washington Street Suite 101, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Scottsdale | AZ | 08/2020 | 05/2021 |
| Car Financial Services Inc | Phoenix | AZ | 01/2020 | 08/2020 |
| Rhino Lacrosse Llc | Manlius | NY | 09/2018 | 10/2019 |
| Rhino Lacrosse Llc | Malius | NY | 08/2016 | 09/2018 |
| Uber | Phoenix | AZ | 10/2019 | 12/2019 |
| Student | Phoenix | AZ | 09/2018 | 12/2019 |
| Raymond James Financial Services | Scottsdale | AZ | 05/2021 | Present |
| Raymond James Financial Services Advisors | Scottsdale | AZ | 05/2021 | Present |
| Larsen Wealth Management | Scottsdale | AZ | 05/2021 | 06/2025 |
| Arcadia High School | Phoenix | AZ | 10/2022 | 11/2023 |
| Crux Wealth Advisors | Scottsdale | AZ | 05/2021 | 12/2023 |
| Capital Wealth Partners | Scottsdale | AZ | 01/2024 | 06/2025 |
(1)Name of Business: North Atlantic Investment Partners Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/02/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: just my new RJ branch DBA name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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