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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
1120 South Dobson Road Suite 205, Chandler, AZ 85226 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Tacoma | WA | 08/2010 | 09/2016 |
| Jackson Roskelley Wealth Advisors, Inc. | Scottsdale | AZ | 09/2016 | 10/2023 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2016 | 10/2023 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 03/2017 | 10/2023 |
| Summit Path Insights, Inc. | Scottsdale | AZ | 03/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 10/2023 | 05/2025 |
| Steward Partners Global Advisory, Llc | Chandler | AZ | 05/2025 | Present |
| Steward Partners Investment Solutions, Llc | Chandler | AZ | 05/2025 | Present |
| Steward Partners Investment Advisory, Llc | Chandler | AZ | 05/2025 | Present |
Name of Business: MJC Investment Properties, LLC; City/State: Chandler, AZ; Activity Type: Business Ownership; Position/Title: Sole Owner, CEO; Investment Related: Yes; Start Date: 08/01/2025; Hours per month devoted to this business: 1-2; Hours per month devoted to this business during trading hours: 1: Description of Duties: Own, maintain, manage commercial office space for lease to Desert Sky Advisors at Steward Partners (Steward Partners is the tenant).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-23 |
| S66 | Uniform Combined State Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
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