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8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED_RES | 2024-04-29 |
Branch Locations
8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Phoenix | AZ | 08/2013 | 04/2024 |
| Raymond James Financial Services Advisors Inc. | Phoenix | AZ | 08/2013 | 04/2024 |
| Wesleyan Llc | Tempe | AZ | 07/2008 | 10/2018 |
| Cook Road Llc | Tempe | AZ | 10/2017 | 10/2018 |
| Nawbo Phoenix | Scottsdale | AZ | 07/2018 | Present |
| Baldini Investment Strategies | Phoenix | AZ | 08/2013 | Present |
| Private Client Services | Scottsdale | AZ | 04/2024 | Present |
| Able Financial Group, Llc | Scottsdale | AZ | 04/2024 | Present |
1) ABLE Financial Group, 8737 E Via De Commercio, Suite 100, Scottsdale, AZ 85258, Description: Registered Investment Adviser firm, Duties: Investment Adviser Representative, 80 hours per month, 80 during trading hours, Start Date: 04/24/2024. 2) Real estate rental, 556 Heineman Blvd., Mansfield, OH 44903, Description: real estate rental, Duties: Owner - property is managed by Alpha & Omega Real Estate Group, 1 hour per month, 1 during trading hours, Start Date: 06/2022. 3) Representative payee for Micol Baldini, 911 E Wesleyan Dr., Tempe, AZ 85282, Description: Representative payee for my daughter's social security disability benefits, Duties: As representative payee, I manage my daughter's social security benefit and pay all the bills, 11-20 hours per month, 0-1 during trading hours, Start Date 12/2020. 4) Irrevocable Wholly Discretionary Trust FBO Micol Baldini, 911 E Wesleyan Dr., Tempe, AZ 85282, Description: Trustee of my daughter's special needs trust, Duties: Manage trust to provide funds for my daughter's maintenance after we die, 0-1 hours per month, 0-1 during trading hours, Start Date: 08/2022 5) Private Client Services, 2225 Lexington Road, Louisville, KY, 40206, Description: Registered Broker Dealer. Duties: Registered Representative. 80 hours per month, 80 during trading hours. Start Date: 04/24/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-04 |
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