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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-28 |
Branch Locations
117 E Main St Ste F200, Payson, AZ 85541 • United States
3651 E Baseline Rd Ste E203, Gilbert, AZ 85234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 02/2025 | 07/2026 |
| Gradguard Insurance | Phoenix | AZ | 05/2023 | 02/2025 |
| Integrity Valet | Phoenix | AZ | 05/2021 | 05/2023 |
| Arizona State University | Tempe | AZ | 08/2020 | 05/2021 |
| Brophy College Preparatory | Phoenix | AZ | 02/2020 | 08/2020 |
| Flip Dunk Sports | Phoenix | AZ | 08/2018 | 02/2020 |
| Brophy College Preparatory | Phoenix | AZ | 08/2016 | 08/2018 |
| Raymond James Financial Services, Inc. | Payson | AZ | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Payson | AZ | 07/2026 | Present |
| Elevated Wealth Management Group | Payson | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-11 |
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