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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-25 |
Branch Locations
8669 E San Alberto Ste 100, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Phoenix | AZ | 01/2023 | 02/2023 |
| Goldenhawk Financial Services | Scottsdale | AZ | 05/2014 | 01/2023 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 05/2023 | 02/2024 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 03/2025 | Present |
| Charles Schwab & Co. Inc | Phoenix | AZ | 01/2023 | 03/2025 |
| Grand Canyon University | Phoenix | AZ | 01/2019 | 06/2021 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 03/2025 | Present |
| Key Wealth Management | Scottsdale | AZ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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