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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-04
  • AZ RA
    APPROVED
    Since 2024-09-04

Branch Locations

8501 N. Scottsdale Road Suite 250, Scottsdale, AZ 85253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Scottsdale AZ 07/2022 12/2023
Student Tempe AZ 08/2010 05/2021
Raymond James Scottsdale AZ 07/2021 07/2022
Raymond James & Associates, Inc Phoenix AZ 12/2023 Present
Other Businesses

(1)Name of Business: The Arc of Arizona Address: 2625 E Camelback Rd.\nApt. 278, Phoenix, AZ, 85016, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 02/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board responsibilities overall will focus on governance-specifically overseeing the State Director and ensuring the long-term health, stability, and fiscal integrity of the organization. The Treasurer will help guide financial oversight at the board level, working in partnership with staff to review budgets, financial reports, and internal controls. This is a strategic role rather than day-to-day financial management, and there is strong staff and professional support in place.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-26
  • S66 Uniform Combined State Law Examination
    2024-08-26

View on SEC IAPD

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