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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-21 |
Branch Locations
148 N. 48Th Street Floor 5, Phoenix, AZ 85034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 07/2022 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 03/2020 | 08/2023 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 04/2024 | Present |
| Bmo Bank N.A. | Scottsdale | AZ | 08/2023 | 01/2024 |
| Unemployed | Fountain Hills | AZ | 02/2024 | 03/2024 |
| Unemployed | Fountain Hills | AZ | 07/2016 | 02/2020 |
| Desert Financial Wealth Management | Phoenix | AZ | 04/2024 | Present |
| Desert Financial Credit Union | Phoenix | AZ | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Phoenix | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
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