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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-25 |
| AZ | RA | APPROVED | 2023-07-21 |
Branch Locations
8501 N. Scottsdale Road Suite 250, Scottsdale, AZ 85253 • United States
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | North Scottsdale | AZ | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | North Scottsdale | AZ | 11/2016 | 07/2023 |
| Raymond James & Associates, Inc. | Scottsdale | AZ | 07/2023 | Present |
(1)Name of Business: Siegel-Imhoff Investments, LLC Address: 7682 East Soaring Eagle Way, Scottsdale, AZ, 85266, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mark Imhoff and I are seeking to buy a small campground in Hayfork CA. Mr Imhoff is not a client and has no accounts at Raymond James. I am contributing $200,000 and Mr Imhoff is contributing $100,000 to the LLC to buy and run this property. Mark Imhoff lives nearby an California and will do all the work. I will have no weekly duties regaring this investment as I live in Arizona. We will own the LLC 50/50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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