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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 2021-09-21
AZ RA APPROVED 2020-10-13
  • TX RA
    APPROVED
    Since 2021-09-21
  • AZ RA
    APPROVED
    Since 2020-10-13

Branch Locations

36600 N Pima Rd Suite 2600, Carefree, AZ 85377 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2012 → 10/2020
    Tempe, AZ
  • 10/2020 → Present
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 10/2020 → Present
    Scottsdale, AZ
  • 10/2020 → 02/2023
    Crux Wealth Advisors
    Scottsdale, AZ
  • 10/2020 → 09/2022
    Key Wealth Management
    Scottsdale, AZ
Previous Registrations
  • 2012-08-20 → 2020-10-09
    Tempe, AZ
    Phoenix, AZ
    Tempe, AZ
    Cave Creek, AZ
    Scottsdale, AZ
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-03
  • S66 Uniform Combined State Law Examination
    2012-08-03
Designations
Other Names
  • Natasha Lee Hundman
  • Natasha Hundman Palmatier

View on SEC IAPD

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