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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-08
  • AZ RA
    APPROVED
    Since 2025-01-08

Branch Locations

36600 North Pima Road Suite 104, Carefree, AZ 85377 • 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
Charles Schwab & Co., Inc. Phoenix AZ 07/2019 01/2021
L Skincare Carefree AZ 10/2016 06/2019
Aj's Fine Foods Scottsdale AZ 05/2016 10/2016
Raymond James Financial Services Carefree AZ 11/2021 Present
Charity's Medical & Aesthetics Carefree AZ 02/2021 10/2021
Eurothreads Hudson WI 06/2021 10/2021
Raymond James Financial Services Advisors, Inc. Carefree AZ 12/2024 Present
  • 07/2019 → 01/2021
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 10/2016 → 06/2019
    L Skincare
    Carefree, AZ
  • 05/2016 → 10/2016
    Aj's Fine Foods
    Scottsdale, AZ
  • 11/2021 → Present
    Raymond James Financial Services
    Carefree, AZ
  • 02/2021 → 10/2021
    Charity's Medical & Aesthetics
    Carefree, AZ
  • 06/2021 → 10/2021
    Eurothreads
    Hudson, WI
  • 12/2024 → Present
    Carefree, AZ
Other Businesses

(1)Name of Business: Capital Wealth Partners Address: 36600 N Pima Rd Unit 104, Carefree, AZ, 85377, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch associate (2)Name of Business: Fortitude Wealth Partners Address: 36600 N Pima Rd Unit 104, Carefree, AZ, 85377, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client associate

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-10
S63 Uniform Securities Agent State Law Examination 2019-12-13
  • S66 Uniform Combined State Law Examination
    2024-12-10
  • S63 Uniform Securities Agent State Law Examination
    2019-12-13
Other Names
  • Bridget Leire
  • Bridget Marie Leire

View on SEC IAPD

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