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11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 07/2016 | 02/2022 |
| Wells Fargo Bank, Na | Scottsdale | AZ | 07/2016 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 02/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 02/2022 | 12/2022 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 01/2023 | 06/2026 |
| Desert Financial Wealth Management | Phoenix | AZ | 01/2023 | 05/2026 |
| Desert Financial Credit Union | Phoenix | AZ | 01/2023 | 05/2026 |
| Raymond James Financial Services Advisors, Inc | Phoenix | AZ | 09/2024 | 06/2026 |
| Bridge Financial Strategies, Llc Dba Bridge Financial Strategi | Scottsdale | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-23 |
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