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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
| AZ | RA | APPROVED | 2019-12-18 |
Branch Locations
7450 E Pinnacle Peak Road Suite 254, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 02/2018 |
| Findingwhat'SUp | Mesa | AZ | 03/2016 | 09/2016 |
| Unemployed | Peoria | AZ | 10/2016 | 01/2017 |
| Western & Southern Life | Cincinnati | OH | 04/2018 | 10/2018 |
| Massmutual Greater Phoenix | Phoenix | AZ | 10/2018 | 12/2019 |
| Raymond James Financial Services, Inc | Scottsdale | AZ | 12/2019 | Present |
| Raymond James Financial Services Advisors | Scottsdale | AZ | 12/2019 | Present |
(1) Name of Business: Canyon State Capital LLC Address: 7450 E Pinnacle Peak Rd, Scottsdale, AZ, 85255-3435, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: manager, owner (2) Name of Business: Non variable insurance Address: 7450 E Pinnacle Peak Rd #254, Scottsdale, AZ, 85255, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/23/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: produce and service life insurance (3) Name of Business: Us AJ LLC Address: 7450 E Pinnacle Peak Rd, Scottsdale, AZ, 85255-3435, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 06/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wife and I own the condo unit that we rent to my practice LLC (Canyon State Capital LLC) my investment company out of.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
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