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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-03 |
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 |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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