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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| AZ | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2019 | 08/2021 |
| Diane's Beachwear | Scottsdale | AZ | 05/2017 | 08/2017 |
| Macy's Credit And Customer Service | Tempe | AZ | 06/2018 | 08/2018 |
| Calvin Klein Performance | Scottsdale | AZ | 12/2018 | 12/2018 |
| University Of Arizona | Tucson | AZ | 08/2015 | 05/2019 |
| Tommy Bahama | Scottsdale | AZ | 05/2019 | 08/2019 |
| Raymond James Financial Services | Scottsdale | AZ | 08/2021 | Present |
| Key Wealth Management | Scottsdale | AZ | 08/2021 | Present |
| Crux Wealth Advisors | Scottsdale | AZ | 07/2021 | 07/2024 |
| Raymond James Financial Services Advisors, Inc | Scottsdale | AZ | 03/2025 | Present |
(1)Name of Business: Key Wealth Management Address: 8669 E San Alberto Drive, Scottsdale, AZ, 85258-4607, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Operations Specialist
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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