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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-06-07
  • TX RA
    APPROVED_RES
    Since 2016-06-07

Branch Locations

Mesa, AZ • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Mesa AZ 02/2002 Present
Lisa Reitmeyer, P.C Mesa AZ 03/2013 Present
Affordable Tax Solutions Gilbert AZ 02/2019 06/2021
  • 02/2002 → Present
    Raymond James Financial Services, Inc
    Mesa, AZ
  • 03/2013 → Present
    Lisa Reitmeyer, P.C
    Mesa, AZ
  • 02/2019 → 06/2021
    Affordable Tax Solutions
    Gilbert, AZ
Other Businesses

1) INSURANCE-NON VARIABLE - MESA, AZ. INSURANCE SALES LONG TERM CARE. STARTED 1/25/2012 TO 08/2014. 0 HOURS WEEKLY, 0 DURING TRADING HOURS. 2) Name of Business: Lisa Reitmeyer, P.C. Address: 10318 e beta ave, Mesa, AZ, 85212, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/26/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Personal corporation for business and tax purposes in Arizona for Raymond James only.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-24
  • S63 Uniform Securities Agent State Law Examination
    1994-08-24
Other Names
  • Lisa Heironimus

View on SEC IAPD

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