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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-11 |
| TX | RA | APPROVED_RES | 2022-02-11 |
Branch Locations
18275 N 59Th Ave Bldg N Suite 184, Glendale, AZ 85308 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2010 | 02/2022 |
| Raymond James Financial Services, Inc. | Glendale | AZ | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Glendale | AZ | 02/2022 | Present |
| Capital Wealth Partners | Glendales | AZ | 09/2023 | Present |
(1)Name of Business: Capital Wealth Partners Address: 18275 N 59th Ave Bldg N Ste 184, Glendale, AZ, 85308-1254, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: My role is Financial Advisor (2)Name of Business: Gilberg Private Wealth Address: 18275 N 59th Ave Bldg N Ste 184, Glendale, AZ, 85308-1254, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor to individual clients. (3)Name of Business: Gilberg Wealth Management Address: 18275 N 59th Ave Bldg N Ste 184, Glendale, AZ, 85308-1254, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor to individual clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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