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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-20 |
| AZ | RA | APPROVED | 2023-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2019 | 03/2020 |
| Foresters Financial | Phoenix | AZ | 06/2018 | 08/2018 |
| China Auto Group | Irvine | CA | 07/2017 | 08/2017 |
| Northern Arizona University | Flagstaff | AZ | 08/2015 | 05/2019 |
| Morgan Stanley | Gilbert | AZ | 03/2020 | 12/2022 |
| First Command Advisory Services , Inc | Fort Worth | TX | 04/2023 | 05/2023 |
| Raymond James Financial Services, Inc. | Chandler | AZ | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Chandler | AZ | 05/2023 | Present |
| Desert Financial Credit Union | Chandler | AZ | 05/2023 | Present |
| Unemployed | Tempe | AZ | 12/2022 | 04/2023 |
(1)Name of Business: Desert Financial Wealth Management Address: 1949 W Ray Road, Chandler, AZ, 85224, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/08/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
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