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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
1120 South Dobson Road Suite 205, Chandler, AZ 85226 • United States
16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 07/2017 | 10/2023 |
| 10-4 Market/Vantage Freight | Scottsdale | AZ | 01/2017 | 05/2017 |
| Northern Arizona University | Phoenix | AZ | 08/2015 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 04/2018 | 10/2023 |
| Jackson Roskelley Wealth Advisors, Inc | Scottsdale | AZ | 12/2017 | 10/2023 |
| Summit Path Insights, Inc. | Scottsdale | AZ | 03/2023 | 10/2023 |
| Ameriprise Financial Service, Llc | Scottsdale | AZ | 10/2023 | 05/2025 |
| Steward Partners Global Advisory, Llc | Chandler | AZ | 05/2025 | Present |
| Steward Partners Investment Advisory, Llc | Chandler | AZ | 05/2025 | Present |
| Steward Partners Investment Solutions, Llc | Chandler | AZ | 05/2025 | Present |
(1) Real Estate Ownership; Multi-Family; City/State: Phoenix, AZ, 85032; Not Investment-Related; 04/01/2019. Real Estate License; Joseph; Kabaki; Yes. Board of Directors; Kabaki; Joseph; Treasurer; 15333 N. Pima, Suite 170, Scottsdale, AZ, 85260; Not Investment-Related; 09/01/2024; 0 hours per month; 0 during trading hours. (2) Name of Business: Residential Rental Property; City/State: Phoenix, AZ; Activity Type: Real Estate for Rent/Lease; Position/Title: Managing Member; Investment Related: Yes; Start Date: 07/01/2020; Hours per month devoted to this business: 2; Hours per month devoted to this business during trading hours: 0; Description of Duties: Rental property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
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