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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-21 |
| AZ | RA | APPROVED | 2020-10-13 |
Branch Locations
36600 N Pima Rd Suite 2600, Carefree, AZ 85377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 06/2012 | 10/2020 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 10/2020 | Present |
| Crux Wealth Advisors | Scottsdale | AZ | 10/2020 | 02/2023 |
| Key Wealth Management | Scottsdale | AZ | 10/2020 | 09/2022 |
(1) Name of Business: Capital Wealth Partners Address: 33739 N Scottsdale Rd Suite C115, Scottsdale, AZ, 85266, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/21/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent Branch Owner of Capital Wealth Partners (2) Name of Business: Fortitude Wealth Partners Address: 36600 N Pima Rd Suite 104, Scottsdale, AZ, 85266-1572, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/09/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA name for OSJ AQC - Independent Branch Owner (3) Name of Business: IMPWR LLC Address: 33739 N Scottsdale Rd Suite C115, Scottsdale, AZ, 85266, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/07/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Flowthrough Business Account (4) Name of Business: Sunstone Wealth Management Address: 33739 N Scottsdale Rd Suite C115, Scottsdale, AZ, 85262, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, Financial Advisor (5) Name of Business: Sunstone Wealth Partners Address: 33739 N Scottsdale Rd Ste C115, Scottsdale, AZ, 85266-1572, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an active LLC with the state of AZ but inactive as far as using. The purpose was if I ever decide to grow and bring on additional advisors, I would want to use this name. (6) Name of Business: SWM Capital LLC Address: 33739 N Scottsdale Rd C115, Scottsdale, AZ, 85266, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Real Estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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