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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 2026-02-03
  • AZ RA
    APPROVED
    Since 2026-02-03

Branch Locations

148 N. 48Th Street Floor 5, Phoenix, AZ 85034 • 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
Raymond James Financial Services, Inc. Pheonix AZ 09/2025 Present
Desert Financial Credit Union Phoenix AZ 09/2025 Present
Lowes Chandler AZ 08/2024 02/2025
Sodexo Yuma AZ 01/2024 05/2024
Arizona Western College Yuma AZ 01/2024 05/2024
Pennymac Loan Services, Llc Phoenix AZ 06/2020 10/2022
Direct Federal Credit Union Needham MA 10/2019 06/2020
Trinity Solar Franklin MA 02/2019 08/2019
Entre Institute Saint George UT 12/2022 11/2023
Pilkington Construction Co. Yuma AZ 05/2024 08/2024
L.L. Bean Burlington VT 09/2018 02/2019
Arizona State University Tempe AZ 08/2017 12/2018
The Beachcomber Of Welfleet Wellfleet MA 06/2018 08/2018
The Adirondack Club Franklin MA 03/2015 06/2018
Desert Financial Credit Union Gilbert AZ 10/2024 09/2025
Raymond James Financial Services Advisors, Inc Phoenix AZ 01/2026 Present
  • 09/2025 → Present
    Raymond James Financial Services, Inc.
    Pheonix, AZ
  • 09/2025 → Present
    Desert Financial Credit Union
    Phoenix, AZ
  • 08/2024 → 02/2025
    Lowes
    Chandler, AZ
  • 01/2024 → 05/2024
    Sodexo
    Yuma, AZ
  • 01/2024 → 05/2024
    Arizona Western College
    Yuma, AZ
  • 06/2020 → 10/2022
    Pennymac Loan Services, Llc
    Phoenix, AZ
  • 10/2019 → 06/2020
    Direct Federal Credit Union
    Needham, MA
  • 02/2019 → 08/2019
    Trinity Solar
    Franklin, MA
  • 12/2022 → 11/2023
    Entre Institute
    Saint George, UT
  • 05/2024 → 08/2024
    Pilkington Construction Co.
    Yuma, AZ
  • 09/2018 → 02/2019
    L.L. Bean
    Burlington, VT
  • 08/2017 → 12/2018
    Arizona State University
    Tempe, AZ
  • 06/2018 → 08/2018
    The Beachcomber Of Welfleet
    Wellfleet, MA
  • 03/2015 → 06/2018
    The Adirondack Club
    Franklin, MA
  • 10/2024 → 09/2025
    Desert Financial Credit Union
    Gilbert, AZ
  • 01/2026 → Present
    Phoenix, AZ
Other Businesses

(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: 09/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assistant to Financial Advisors

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16

View on SEC IAPD

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