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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Sun City | AZ | 09/2006 | 04/2017 |
| Jp Morgan Securities, Llc | Columbus | OH | 10/2012 | 04/2017 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2017 | 12/2019 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 07/2017 | 12/2019 |
| Raymond James & Associates | Scottsdale | AZ | 01/2020 | 11/2021 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 11/2021 | 12/2022 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 11/2021 | 12/2022 |
| Silvertree Wealth Partners, Pllc | Scottsdale | AZ | 11/2021 | 12/2022 |
| Silvertree Collective | Scottsdale | AZ | 09/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2023 | Present |
| N/A | Phoenix | AZ | 12/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-17 |
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