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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| AZ | RA | APPROVED | 2023-09-18 |
Branch Locations
14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2017 | 08/2023 |
| Vans Golf Shops | Tucson | AZ | 08/2016 | 05/2017 |
| University Of Arizona | Tucson | AZ | 08/2013 | 05/2017 |
| Raymond James & Associates, Inc. | Scottsdale | AZ | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-25 |
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