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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-03 |
Branch Locations
148 N. 48Th Street Floor 5 Phoenix, Az, Usa, 85034, Phoenix, AZ 85034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Phoenix | AZ | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 08/2025 | Present |
| Desert Financial Credit Union | Phoenix | AZ | 07/2023 | 08/2025 |
| Tutti Santi | Scottsdale | AZ | 03/2023 | 06/2023 |
| Asxpol.cOm | Scottsdale | AZ | 07/2020 | 07/2023 |
| Nektar Juice Bar | Scottsdale | AZ | 09/2022 | 02/2023 |
| Horizon High School | Scottsdale | AZ | 08/2020 | 05/2023 |
| Hersey High School | Arlington Heights | IL | 07/2019 | 08/2020 |
| Thomas Middle School | Arlington Heights | IL | 08/2016 | 06/2019 |
| Arizona State University | Tempe | AZ | 01/2024 | 12/2025 |
(1) Name of Business: Desert Financial Credit Union Address: 13015 N Tatum Blvd , Phoenix, AZ, 85032, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/17/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Banker at a Desert Financial branch. Servicing accounts, loans and various banking needs for credit union members. (2) 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: 08/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Ambassador program learning about Wealth Management within Desert Financial. Sponsored by Raymond James to complete my securities licensing. Not handling or advising with any clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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