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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| AZ | RA | APPROVED | 2025-10-10 |
Branch Locations
148 N. 48Th Street Floor 5, Phoenix, AZ 85034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | North Bergen | NJ | 06/2025 | 08/2025 |
| Brazos Innovation Partners | Waco | TX | 07/2023 | 08/2024 |
| Outlier Ai (Smart Ecosystem, Inc) | Wilminton | DE | 05/2024 | 08/2024 |
| Vuori | Scottsdale | AZ | 05/2022 | 08/2022 |
| Baylor University | Waco | TX | 08/2021 | 05/2025 |
| Northwest Christian School | Phoenix | AZ | 08/2015 | 05/2021 |
| Unemployed | Phoenix | AZ | 06/2021 | 07/2021 |
| Equitable Advisors, Llc | North Bergen | NJ | 08/2025 | 09/2025 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 10/2025 | Present |
| Desert Financial Credit Union | Phoenix | AZ | 10/2025 | Present |
(1)Name of Business: Desert Financial Wealth Management Address: 148 N 48th St Fl 5, Phoenix, AZ, 85034-1900, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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