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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
404 S Montezuma St Ste C, Prescott, AZ 86303 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Redlands | CA | 10/2002 | 05/2026 |
| Raymond James Financial Services Inc. | Prescott | AZ | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Prescott | AZ | 05/2026 | Present |
(1)Name of Business: Address: 404 S Montezuma St Ste C, Prescott, AZ, 86303-7012, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1998 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: advising clients on term insurance needs (2)Name of Business: CCWM Real Estate Address: 404 S Montezuma St Ste C, Prescott , AZ, 86303-7012, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintaining an office building for rent. My CCWM office is in this building (3)Name of Business: Cornerstone Christian Wealth Management Address: 404 Montezuma St Ste C, Prescott, AZ, 86303, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/19/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner\n\nAll responsibilities and activities of a Registered Principal and advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-10 |
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